One Day in Oregon: 2007 annual report
Transcription
One Day in Oregon: 2007 annual report
One Day in Oregon: Philanthropy in Action 2007 annual report OCF Board of Directors Joyce Furman, Portland Eric B. Lindauer, CHAIR , Salem Mary D. Wilcox, SECRETARY, Portland Hal Snow, Astoria Scott Gibson, Portland Duncan Campbell, Portland Marty Smith, Eugene CONTENTS Board Message 1 2007 in Review 4 Why Give Through OCF? 8 OCF’s Grant and Scholarship Programs Steve Corey, VICE CHAIR, Pendleton George Bell, TREASURER , Lake Oswego 8 Lyn Hennion, Medford Eric Parsons, Portland Investment Policy 9 Regional Leadership Councils 13 Representative Grants 14 The OCF Charitable Funds Listings 16 The Oregon Society 33 OCF Volunteers 35 The Administrative Fund 37 Financial Statements 39 OCF Professional Staff 40 not pictured Lynn Loacker, Portland Linda Moore, Bend Dick Reiten, Portland Terms begin May 7, 2008 Sue Miller, Salem Kay Toran, Portland One Day in Oregon Board Message On any given day, throughout Oregon, thousands of people are working together to improve the quality of life in their communities. This is the nature of Oregonians. Thanks to donors who have established funds with The Oregon Community Foundation, the mission of the Foundation is to strengthen charitable, educational, cultural, and environmental improvement efforts of Oregonians. Strength Lies in Differences, Not in Similarities. S T E P H E N COV E Y This annual report celebrates the wide range of activities The Oregon Community Foundation supports across the state – every day of every year. In 2007, the Foundation’s donors provided $56 million to 1,600 nonprofit organizations and assisted 2,100 students with scholarships for college. The Oregon Community Foundation was created 34 years ago to be a stable and growing endowment to strengthen community improvement efforts throughout the state. Since then, the growth of donor funds and the diversity of organizations they support have helped build a firm foundation for Oregon’s future. As the Board of Directors, we are humbled by the generosity of our donors, the dedication of our volunteers, and the commitment of our grantees. As you read this annual report, you will realize how much people care about our state. The Board of Directors Greg Chaillé Eric B. Lindauer PRESIDENT CHAIR 1 2 0 0 7 What a Difference a Day Makes This report pictures donors, grantees, volunteers and scholarship recipients – a small sample of the hundreds of Oregonians who both give to and benefit from established funds at The Oregon Community Foundation. Although all of these photos were not taken on a single day, they could have been. From arts to education, social services and health care, Portland 8:45 am OCF donors and volunteers are making a difference. This 2007 annual report is dedicated to those whose hard work, generosity and vision are making Oregon a better place for us all. Members participate in low impact aerobics class at the Ashland Family YMCA. Founded in 1899, the Ashland YMCA provides fitness, educational and social programs for people of all ages. Ashland 8:30 am Northwest Portland 9:00 am One Day in Oregon 2 Nearly 200 volunteers turned out for the inaugural Forest Park Day of Stewardship, a volunteer restoration event of the Forest Park Conservancy. The Conservancy is dedicated to the protection and enhancement of Forest Park’s more than 5,000 acres. The Dalles 10:00 am Newberg The Newberg High School Community 101 project group meets. Each Community 101 group researches and determines philanthropic needs in their community and makes a grant from their own mini-foundation, in addition to volunteering their time to programs in need. 9:30 am Homeless and transitional youth age 15-22 find help at p:ear (program: education, art and recreation), which offers mentoring, individualized educational support and arts programs that allow youth to explore art mediums. Volunteers read to children at the Columbia Hills Family Medicine waiting room, as part of the Reach Out and Read program, an initiative of CHILD, The Dalles Start Making A Reader Today (SMART) program. Downtown Portland 10:30 am Eugene 10:45 am New classrooms are under construction at the Pearl Buck Center. The Center creates opportunities for individuals with developmental disabilities and their families to promote their independence and participation in the community. The mission of Ecotrust is to build a conservation economy in which economic activity results in social and environmental improvements. Headquartered in The Jean Vollum Natural Capital Center, Ecotrust has received numerous national awards for its building’s design and use of recycled materials, including rainwater reclamation. one morning 3 2 0 0 7 A Tremendous Year in Review! 2007 This Annual Report celebrates a tremendous year of achievement for the many friends and supporters who help The Oregon Community Foundation. Our founders had no idea that in just 34 years, our endowment would grow to become $1 billion. Most importantly, this endowment now provides $56 million annually in grants and scholarships to the communities of Oregon. The Oregon Community Foundation is one of Oregon’s great success stories and it is all about people voluntarily giving to help their communities. Supporting Communities Grants by Region $52 million total awarded I $52 million in grants to nonprofit organizations I $4 million in scholarships to students I More than 900 statewide volunteers helping OCF Northwest $22.8 million Eastern & Central Oregon Needs Supported $2.9 million Willamette Valley $11.4 million Education Statewide $20 million $5.6 million Livability through Citizen Involvement Southern Oregon Children & Families $5.3 million $9 million $13 million Scholarships Out of State $4.0 million Arts & Culture $9 million $4 million Religious Organizations $1 million One Day in Oregon 4 Ashland YMCA Financial and Management Highlights I 2007 investment returns: 13.5 percent I The 5-year average investment return: 15.2 percent I Administrative and investment costs: 0.75 percent of the Foundation’s assets I Endowment: Over $1 billion in more than 1,400 permanent funds Newberg High School 2007 Special Initiatives Expanding Access to Higher Education: Through the OCF scholarship program, 2,100 Oregon students received scholarships for higher education in 2007. The ASPIRE volunteer program, which gives high school students practical, hands-on help with the college and scholarship application process, will expand from 83 high schools to 115 schools. Hundreds of Oregon volunteers make these two programs effective. Early Childhood Education: Investing in the future, OCF offered new leadership in early childhood development; as a result parents became better first teachers for their children, child care workers learned valuable skills in child development and young children attained pre-literacy skills to succeed in school. Latino Partnership Project: Responding to our changing state, OCF made the decision to expand its Latino Partnership Project Initiative to Southern and Central Oregon to support Latino leaders and build bridges between Latino and non-Latino communities. Adelante Mujeres, Forest Grove 5 2 0 0 7 Salem 11:00 am The Rogers family meets to review the Barnes D. Rogers Family Fund, a donor advised fund recently established at OCF. Coos Bay 11:30 am The Al and Hilda Peirce Charitable Fund provides college scholarships to high school graduates in Coos County. Judy Ann Mogan, the fund’s Advisory Committee Chair is shown with Nicole Yokbay, a 2007 scholarship recipient. One Day in Oregon 6 Eugene 11:15 am The Northwest Youth Corps crew are working on a streamside restoration project. Northwest Youth Corps offers educational and job-training skills through outdoor work experience. Salem 11:45 am The Salem/Keizer Coalition for Equality offers a parent organizing project. The Coalition is a multi-racial/ethnic community organization formed to promote equality in education and justice and to advocate for respect of civil and human rights. one afternoon Pendleton 12:30 pm Archivists re-catalog the entire collection of artifacts at the Tamastslikt Cultural Institute. The museum celebrates the traditions of the Cayuse, Umatilla and Walla Walla Tribes. Pre-school children and parents attend class simultaneously at Adelante Mujeres. Parents study English as a second language, GED preparation, leadership development, personal growth and parenting, while children study using nationally recognized curriculum. Southwest Portland 12:00 pm Established in 1892, the Portland Art Museum is the oldest art museum in the Pacific Northwest. The museum offers programs and events to help visitors of all ages understand and appreciate art. Independence 1:00 pm The Oregon Coast Aquarium educators present “Tales of the Whales” to K-2 students at Henry Hill Elementary School. The outreach program brings marine science and education to rural and underserved communities throughout Oregon. Forest Grove 1:30 pm 7 2 0 0 7 OCF’s Grant and Scholarship Programs Why Give Through OCF? The Oregon Community Foundation’s grant and scholarship programs are an expression of the Foundation’s commitment to enhance the livability of the state of Oregon. By supporting 1. Giving through OCF allows donors the flexibility to customize their giving programs – during their lifetimes or through estate gifts – to achieve their unique charitable objectives. Donors can select from among a variety of charitable fund options. Donors also select when to give and what asset is effective to give. 2. OCF offers donors efficiency in charitable giving critical work that is going on across the state, together we can: I Find creative solutions to common needs and aspirations; I Build an inclusive spirit of community encompassing all of Oregon’s population groups; I Promote a sense of individual responsibility for the common good; I Help ensure Oregon’s social, economic, and civic future. by reducing or eliminating the legal paperwork, time and expenses that would be associated with running a private foundation. OCF monitors grantees and provides St. Mary’s Academy More information about grants and scholarships is available on the OCF website at www.ocf 1.org. constructive information about the projects and programs of community charities. 3. The Oregon Community Foundation’s experience and professionalism provide donors and their advisors with the confidence that they have reached the best decision possible regarding their philanthropic goals. Corvallis Boys & Girls Club One Day in Oregon 8 Investment Policy OCF invests its permanent funds to provide a perpetual resource for Oregon. Effective investment management of Investment Returns these funds allows the Foundation to respond to today’s Total annualized returns Periods ended December 31, 2007 needs, while preserving and enhancing the real value of the funds for future needs. The Foundation invests its assets with the same prudence, OCF INVESTMENT COMMITTEE OCF’s Investment Committee oversees OCF Median* 10 Years 9.1% 8.9% 5 Years 15.2% 13.9% 13.5% 11.4% expertise, and thoroughness that it applies in making grants the investment program, makes recom- 1 Year or accepting donors’ funds. mendations to the board of directors *Cambridge Endowment Median regarding investment policy and strategy, ASSET ALLOCATION A diversified portfolio is fundamental to OCF’s invest- and hires and monitors investment managers. The Investment Committee is ment strategy. A well-diversified investment portfolio helps made up of community volunteers and to maximize investment returns and reduce volatility. Our OCF Board members with expertise in Investment Committee regularly reviews the asset allocation investments and business. strategy. The allocation among asset classes at December 31, 2007, is shown at the right. To further diversify our portfolio, the OCF Investment George Bell – Lake Oswego Lyn Hennion – Medford managing specific asset classes. For a complete list of William Moffat – Wilsonville www.ocf1.org. U.S. 24.5% Global-ex U.S 25.1% Total Equities 49.6% Marketable Alternative Assets 17.5% William Berg – Portland Committee selects investment managers with expertise in investment managers, please visit our website at at December 31, 2007 Equities Investment Committee Members Robert F. Wulf – Chair, Salem INVESTMENT MANAGERS Asset Allocation Fixed Income & Cash 16.5% Inflation Hedging Investments 15.1% Ron Parker – Portland Richard Reiten – Portland William Rutherford – Portland Private Equity 1.3% Benjamin R. Whiteley – Portland Loren Wyss – Portland 9 2 0 0 7 Medford 1:45 pm The Bill Collier Community Ice Arena provides wholesome wintertime activities and attractive facilities for ice sports in the Klamath Basin in a year round multi-use pavilion. Klamath Falls 2:00 pm Sherman and Wanda Olsrud have been in the grocery business for close to 50 years. With grocery stores in Medford, Klamath Falls and Roseburg, the Olsruds have been active supporters of the communities they serve. Continuing that commitment, they have established three Olsrud Family Funds at OCF for general charitable purposes in Douglas, Jackson, Josephine and Klamath Counties. Ashland 2:45 pm Rotary First Harvest of Oregon volunteers plant produce seeds as a part of their comprehensive program to provide fresh fruits and vegetables to Oregon’s food banks. They work with farmers, food processors and grocery stores to meet the needs of their neighbors throughout Rotary District 5110 in Southern Oregon and Northern California. One Day in Oregon 10 Southwest Portland 3:00 pm Vikki Vikki Mee had a lifelong dream of making films. She established the Faerie Godmother Fund at OCF to provide the opportunity for students at St. Mary’s Academy to study and make their own films. Funds provide computers, cameras and editing equipment for the group. one afternoon Dr. John and Libby Watson established the Watson Nursing Scholarship Fund at OCF to provide funds for Jackson and Josephine County students pursuing careers in healthcare. Pictured with the Watsons are current recipients Cara Coimbra and Tatiana Fox, who are both attending Oregon Health and Science University School of Nursing. Corvallis 3:15 pm The Boys and Girls Club of Corvallis provides yearround programming for local youth. The organization is one of over 300 that have an Endowment Partner Fund at OCF, where they have transferred assets and then receive annual distributions to provide support for their annual operational needs. Roseburg 3:45 pm Medford OCF grant evaluator Karla Roady attends the opening of the new FISH Food Pantry. Karla is one of hundreds of volunteers throughout Oregon who visit grantees and potential grantees to evaluate them for funding. FISH provides food, shelter, medication and transportation to Douglas County residents. 2:30 pm Low-income adults earn fully outfitted commuter bikes after completion of five hours of training on safety and maintenance in The Community Cycling Center’s Adult Earn-A-Bike Program, the first program of its kind in the nation. Northeast Portland 3:30 pm 11 2 0 0 7 Disabled, emotionally-challenged or behaviorally at-risk children and adults are provided with healing experiences through Healing Reins Therapeutic Riding Center. Bend 4:30 pm Northeast Portland 5:30 pm Self Enhancement Inc. provides after-school programming at its center in Northeast Portland, including academic support, arts experiences, recreation activities, community service and leadership training. Imbler 6:30 pm Seaside 4:00 pm The South County Food Bank distributes food to those in need. South County Food Bank is part of the Clatsop Regional Food Bank, which distributed over 700,000 pounds of food to those in need last year, while serving 30 percent of Clatsop County residents. One Day in Oregon 12 Eugene The Imbler Rural Fire Protection District’s volunteer firemen in-training using their new engine, purchased in part through a grant from the Glen and Jean McKenzie Fund at OCF. The District provides vital services in their rural community and Union County. 7:00 pm one e Regional Leadership Councils Through a grant from the Arts Foundation of Western Oregon Fund to the John G. Shedd Institute for the Arts, Mexico City’s world-renowned Mariachi Vargas performs at the Hult Center for the Performing Arts in Eugene. The Shedd Institute is a performing arts company, cultural arts center and community music school. evening METROPOLITAN PORTLAND LEADERSHIP COUNCIL George Bell, Chair Lake Oswego Sam Brooks Portland Sho Dozono Portland Leslie Garcia Wilsonville Jeri Holt Portland Veronica King Portland Mary Lang Bishop Portland James Mark Portland Kathie Minden Fairview William Neuhauser Yamhill Suzanne O’Halloran Gresham Corrine Oishi Forest Grove Clara Padilla Andrews Lake Oswego Althea Pratt-Broome Tualatin Judy Rea Lake Oswego Kathy Rodriguez Forest Grove Gayle Romain Portland Tad Savinar Portland William Swindells Portland Judy Trotter Oregon City Benjamin Whiteley Portland NORTHERN WILLAMETTE VALLEY LEADERSHIP COUNCIL Eric Lindauer, Chair Salem Joan Austin Newberg Ross Carey Salem Scott Casebeer Independence Alan Costic Salem Bob Engle Woodburn Roberto Franco Salem Diane Freres Stayton Ray Kauer Amity Gary Kaufman Salem Dick Keis Corvallis Karen Kohne Salem Krina Lemons Salem John Mistkawi Salem Chris Neilsen Salem Celia Nuñez Salem Mary Opra Salem Larry Pearmine Gervais Anna Peterson Salem David Rhoten Salem Lois Riopelle Silverton Daniel Santos Salem Sam Skillern Salem Charles Walker Neskowin Robert Wulf Neskowin The Oregon Community Foundation’s Regional Leadership Councils play a vital role in fulfilling the Foundation’s mission to improve life in Oregon. These Councils are one of OCF’s most important links to the many diverse communities in the state. They identify regional trends and needs, develop strategies and mobilize resources to address these needs, promote philanthropic giving in their regions, and represent OCF in the community. The Leadership Councils are catalysts for informed civic action and philanthropic leadership in Oregon. SOUTHERN WILLAMETTE VALLEY LEADERSHIP COUNCIL Marty Smith, Chair Eugene Jon Anderson Eugene Ted Baker Eugene Marie Baker Eugene Ron Boehi Eugene Ruby Brockett Eugene Carolyn Chambers Eugene Michael Coughlin Eugene Pat Coy Veneta Lorraine Davis Eugene Gretchen Hult Pierce Eugene Dick Keis Corvallis Steve Korth Eugene Ron Loney Albany Tim McQueary Sweet Home Andy Moore Eugene Susie Pape’ Eugene Hope Pressman Eugene Alice Rampton Corvallis Patricia Riley Florence Marty Smith Eugene Jennifer Solomon Eugene L.M. ‘Bud’ Stewart Creswell Silva Sullivan Eugene Jean Tate Eugene Steven Wildish Eugene Casey Woodard Eugene Donna Woolley Eugene SOUTH COAST ADVISORS COUNCIL Peggy Alessio Port Orford Penny Allen Bandon Joseph Bain Bandon Elizabeth Day Bandon Barbara Faulkner Langlois Ted Fitzgerald Brookings Louis Giottonini Wedderburn Peggy Goergen Brookings Roger Gould Coos Bay Hank Hickox Bandon Lee Musser Brookings Carol Oelke North Bend Pat Sherman Brookings John Sweet Coos Bay Dale Thomas Wedderburn John Whitty Coos Bay SOUTHERN OREGON LEADERSHIP COUNCIL Lyn Hennion, Chair Barbara Bean Dave Bernard Tim Bond Pedro Cabrera Jack Davis James Dole Linda Evans David Gremmels Bonnie Hall John Hassen Richard Hensley Robert Hunter Deborah Martin Sharon Parks Jean Pinniger Peter Sage Douglass Schmor Ron Silverman Lynn Sjolund Joan Staunton William Thorndike, Jr. Robert Wise Catherine Wood David Wright Medford Grants Pass Ashland Ashland Medford Ashland Grants Pass Medford Ashland Medford Medford Medford Medford Medford Klamath Falls Klamath Falls Medford Medford Ashland Medford Klamath Falls Medford Medford Murphy Medford THE NORTHEAST OREGON HERITAGE FUND ADVISORY COUNCIL Anna Baum La Grande G. Peter Ellingson Baker City Mary Jane Guyer Baker City Jan Harris La Grande Jerry Hayes Enterprise Mary Koza La Grande Don Sands La Grande Mona Williams Enterprise CENTRAL OREGON LEADERSHIP COUNCIL Linda Moore, Chair Bend Shannon Bauhofer Bend Shereda Benfield Bend Gordon Black Bend George Blankenship Bend Teresa Bowerman Sunriver Peter Carlson Bend Peggy Cushman Bend Kathy Deggendorfer Sisters Connie Druliner Bend Bob Eberhard Redmond Carolyn Gabrielson Black Butte Ranch Sally Mann Bend Stephen Hillis Madras Sue Hollern Bend Loren Irving Bend Clint Jacks Madras Molly Kee Prineville Mary Krenowicz Redmond Cristy Lanfri Bend Patricia Lieuallen Madras Eileen McLellan Bend Norwyn Newby Bend Julie Quaid Warm Springs Bruce Rhine Bend Gary Romine Prineville Keith Seaber Prineville Lorri Taylor Bend Clella Thomas Bend Jody Ward Bend 13 2 0 0 7 Representative Grants for Southern Oregon with Statewide Impact How to Apply for a Grant or Scholarship For information about applying for a grant or scholarship, visit the OCF website at www.ocf1.org or contact the Foundation. Grant applications for the OCF Community Grants Program are accepted twice a year, with deadlines of February 1 and August 1. One Day in Oregon Chalkboard Project Children First for Oregon Crater Lake National Park Trust Oregon Business Council/Education Roundtable Oregon Cultural Trust Oregon Food Bank Oregon Parks Foundation Oregon Student Assistance Commission SMART SOLV TACS (Technical Assistance for Community Services) Portland Portland Crater Lake Portland Salem Portland Portland Eugene Portland Hillsboro Portland 267,500 75,500 200,000 35,000 59,982 227,715 60,931 12,639 52,650 142,414 47,000 f o r t h e W i l l a m e t t e Va l l e y A.C. Gilbert’s Discovery Village Albany Public Library Arts Umbrella, Inc. Benton County Historical Society & Museum Boys and Girls Clubs of Western Lane County CASA of Lane County Cascade Head Music Festival Cottage Grove Community Foundation Downtown Initiative for the Visual Arts Emerald Kidsports Family Building Blocks Fern Ridge Library Foundation FOOD for Lane County Habitat for Humanity-North Willamette Valley Keizer Chamber of Commerce Mano a Mano McKenzie River Clinic & Medical Foundation Mission Mill Museum Old Mill Center for Children & Families Oregon Coast Aquarium Polk County 4-H Leaders Association Salem/Keizer Coalition for Equality 14 Salem Albany Eugene Philomath Florence Springfield Lincoln City Cottage Grove Eugene Eugene Salem Veneta Eugene Mt. Angel Keizer Salem Blue River Salem Corvallis Newport Dallas Salem 3,055 19,157 19,333 30,000 20,000 83,147 4,000 26,592 37,000 11,685 112,858 25,098 25,889 7,000 15,000 10,000 26,000 28,188 5,000 46,325 16,800 19,350 Arts Council of Southern Oregon Ashland Community Hospital Foundation Bandon Historical Society Bandon Teen Center Boys and Girls Clubs of the Umpqua Valley Britt Festivals Children’s Dental Clinic of Jackson County Coos Art Museum Elkton Community Education Center First Step Parent Child Training Center Friends of South Slough Reserve Inc. Habitat for Humanity-Klamath Basin Illinois Valley Community Development Organization Interfaith Care Community, Inc. Klamath-Lake Counties Food Bank La Clinica del Valle Family Health Care Center Oregon Shakespeare Festival Rotary First Harvest of Oregon Southern Oregon Drug Awareness Southern Oregon Land Conservancy Sutherlin Seniors, Inc. Upper Rogue Community Center, Inc. Rotary First Harvest, Ashland Medford Ashland Bandon Bandon Roseburg Medford Medford Coos Bay Elkton Canyonville Charleston Klamath Falls Cave Junction Medford Klamath Falls Medford Ashland Klamath Falls Central Point Ashland Sutherlin Shady Cove 13,000 37,000 2,000 5,000 61,000 60,653 38,400 21,817 15,000 5,000 5,000 10,000 40,000 6,710 15,000 175,500 70,900 10,000 20,000 20,000 25,000 19,000 Self Enhancement, Inc., Portland f o r Ce n t a l & E a s t e r n O r e g o n for Northwest Oregon Better People Bicycle Transportation Alliance Cannon Beach Children’s Center CASA of Yamhill County Casey Eye Institute CCI Enterprises Centro Cultural of Washington County Classroom Law Project Community Action Team Concordia University Foundation De La Salle North Catholic High School Elders in Action Friends of Netarts Bay Watershed Estuary Beach and Sea Goodwill Industries of the Columbia Willamette Hacienda Community Development Corp. Homowa African Arts & Cultures Liberty Restoration, Inc. Loaves and Fishes Centers, Inc. Northwest Earth Institute Oregon College of Art & Craft Oregon Mentors People for Parks Self Enhancement, Inc. Tualatin Riverkeepers World Affairs Council YWCA of Greater Portland Portland 26,000 Portland 10,500 Cannon Beach 26,622 McMinnville 5,000 Portland 100,000 Milwaukie 22,746 Cornelius 27,000 Portland 25,000 St. Helens 24,201 Portland 43,150 Portland 65,000 Portland 5,275 Netarts Portland Portland Portland Astoria Portland Portland Portland Portland Fairview Portland Tigard Portland Portland Arts Central Bend’s Community Center Big Brothers Big Sisters of Central Oregon Blue Mountain Community College Foundation Community Presbyterian Church Crossroads Center for Creative & Performing Arts Families First of Grant County, Inc. First Presbyterian Church of La Grande Gilliam County Public Library Gorge Discovery Center Harney County Library Foundation High Desert Journal Humane Society of Redmond Latino Community Association Meth Action Coalition Tamastslikt Cultural Institute The Dalles SMART Program Umatilla County Historical Society United Way of Deschutes County Vange John Memorial Hospice Wallowa Band Nez Perce Trail Interpretive Center Working Wonders Children’s Museum Bend Bend Bend Pendleton Redmond Baker City John Day La Grande Condon The Dalles Burns Bend Redmond Bend Bend Pendleton The Dalles Pendleton Bend Hermiston Wallowa Bend 19,820 17,500 15,100 36,243 6,000 30,000 27,700 5,085 3,700 1,000 25,000 3,000 2,000 11,500 20,000 20,000 30,000 12,090 26,904 10,000 40,664 3,000 Tamastslikt Cultural Institute, Pendleton 46,650 16,520 31,500 10,000 2,000 339,856 46,750 58,382 5,500 20,000 186,000 20,250 3,500 36,202 15 2 0 0 7 The OCF Funds Discretionary Funds and Donor Advised Funds $336,150,653 Karen and Edward Bassett Fund (Advised) Robert G. and Dorothy N. (Sue) Cameron Family Fund (Advised) John Bauers Family Fund (Advised) Campagna Family Fund (Advised) Tom and Diane Bauman Fund (Advised) Duncan and Cynthia Campbell Fund (Advised) Lillian Baumann Fund (Advised) The Courtney Campbell Fund (Advised) Robert H. and Barbara S. Bean Fund (Advised) Clifford and Doris Carlsen Family Fund (Advised) Beck Family Fund (Advised) John and Marlis Carson Fund (Advised) Acorn Fund (Advised) David E. and Mary C. Becker Fund (Advised) Denise Carty and Roger Brown Family Fund (Advised) Albina Fuel Company Fund (Advised) Patricia H. and John C. Beckman Fund (Advised) Casey Family Fund (Advised) Sheryll and J.P. Aleskus Jr. Fund (Advised) Beeman Fund (Advised) Henry J. Casey Fund Taylor and Alice Alexander Fund C. Wade and Marie D. Bell Fund (Advised) Ed Cauduro Advised Charitable Fund (Advised) Taylor and Alice Alexander Fund II (Advised) Peter and Susan Belluschi Family Fund (Advised) Chambers Family Fund (Advised) Allis Family Fund (Advised) Bildung Fund (Advised) William and Constance Chambers Family Charitable Fund Amici-Mueller Oregon Fund (Advised) C.M. Bishop Jr. Family Fund (Advised) Andrews-Cohn Family Charitable Fund (Advised) J & S Bishop Fund (Advised) Bob and Yvette Chandler Family Fund (Advised) Angelos Fund (Advised) Peter Bishop Fund (Advised) Robert W. Chandler Fund (Advised) Anonymous Fund #8 (Advised) Black and Company Fund (Advised) Robert W. Chandler II Fund (Advised) Anonymous Fund #13 (Advised) Lawrence S. and Susan W. Black Fund (Advised) Robert W. and Marjorie C. Chandler Fund (Advised) Anonymous Fund #14 (Advised) William K. Blount Family Fund (Advised) Robert W. and Nancy R. Chandler Fund (Advised) Anonymous Fund #17 (Advised) Blue Cross/Blue Shield of Oregon Fund Alyce R. Cheatham Family Fund (Advised) Anonymous Fund #19 (Advised) Blum-Staimer Family Fund (Advised) Mike and Simone Chilton Family Fund (Advised) Anonymous Fund #21 (Advised) Blumenauer and Kirkpatrick Family Fund (Advised) Chintimini Fund (Advised) Anonymous Fund #22 (Advised) Mr. and Mrs. William B. Boone Fund (Advised) CHS Fund (Advised) Anonymous Fund #26 (Advised) Brian and Gwyneth Booth Fund (Advised) City Center Parking Fund (Advised) Anonymous Fund #27 (Advised) David A. Boulton Fund (Advised) Coleman Family Fund (Advised) Anonymous Fund #28 (Advised) Bowerman Family Fund (Advised) Helen L. Colgan Fund Anonymous Fund #29 (Advised) E.H. and M.E. Bowerman Advised Fund (Advised) Collyer Hitchcock Family Fund (Advised) Anonymous Fund #31 (Advised) Brauti Family Fund (Advised) Columbia Community Fund (Advised) Anonymous Fund #33 (Advised) Bonnie L. Brod Fund (Advised) Commercial Real Estate Brokers of Metropolitan Portland Anonymous Fund #34 (Advised) William M. Brod Fund (Advised) Appel Family Fund (Advised) Brodie Family Fund (Advised) Consolidated Supply Company Fund (Advised) Apsler Fund (Advised) Clifford and Sarah Brown Charitable Fund (Advised) Lori and Les Cooper Fund (Advised) Jeanne I. Arbow Fund (Advised) Larry and Dori Brown Family Fund (Advised) Cottonwood Fund (Advised) Robert C. and Mariam B. Arthur Family Fund (Advised) Judy Browning Memorial Scholarship Fund (Advised) Coughlin Family Fund (Advised) Ater Family Fund (Advised) James E. and Jane T. Bryson III Fund (Advised) J. Glenn and Ellen A. Cougill Fund (Advised) Richard and Mary-Alice Atiyeh Fund (Advised) Burczak Family Fund (Advised) John A. and Phyllis S. Courtney Fund (Advised) Helen E. Austin Pioneer Fund (Advised) Burge Fund (Advised) Marcile Bates Cowlin Fund I (Advised) David Axelrod and Marilyn Couch Fund (Advised) Ruth Burleigh Fund (Advised) Marcile Bates Cowlin Fund II (Advised) Back 40 Fund (Advised) Robin and Dick Burnham Family Fund (Advised) Crane Creek Family Fund (Advised) Van Evera and Janet M. Bailey Fund (1/2 Field of Interest Burns Family Fund (Advised) Margery F. Crist Fund (Advised) Candace Callan Fund (Advised) Stan and Julie Culver Fund (Advised) Florence V. Barnhart Fund (Advised) Calypso Fund (Advised) Curran Family Fund (Advised) Baron/Gilbert Fund (Advised) Camassia Fund (Advised) for the Art and Science of Architecture) The OCF Funds Thomas H. and Sarah K. Bascom Fund (Advised) 16 (Advised) Fund (Advised) Mike and Diane Curtis Fund (Advised) Timothy and Jeanne Freeman Fund (Advised) John and Dorothy Hay Fund (Advised) Lois Hubbard Curtner Fund (Advised) Patricia Friedland Fund (Advised) Hayes Fund (Advised) Cushman Family Fund (Advised) Don C. and Emilie F. Frisbee Fund (Advised) Anna Wheeler Hayes Fund (Advised) Dant Family Fund (Advised) Frishkoff Family Fund (Advised) Mr. and Mrs. Edmund Hayes Sr. Fund Sally Davis Fund (Advised) Mark Frohnmayer Advised Fund (Advised) Ned and Sis Hayes Family Fund (Advised) Kuniko de Weese and Sons Family Fund (Advised) Robert S. and Janice K. Gates Fund (Advised) Collins and Wendy Hemingway Fund (Advised) Deibele Family Fund (Advised) H. William and Patricia J. Gazeley Fund (Advised) Hendricks Native Park Fund (Advised) Delbrueck Family Fund (Advised) Robert D. Geddes and Cameron G.R. Geddes Family Fund Hennion Family Fund (Advised) Floyd Dement Charitable Fund (Advised) Gemmell Family Fund (Advised) The Hetherington Fund (Advised) Denison Family Fund (Advised) Gordon H. and Patricia A. Gerretsen Fund (Advised) Charles and Christie Hewitson Fund (Advised) Janet Dorow Fund (Advised) Scott and Pamela Gibson Family Fund (Advised) Gregory and Linda Hewitson Fund (Advised) Rudy and Debbie Dory Fund (Advised) Gilleland Family Fund (Advised) Matthew and Marsha Hewitson Fund (Advised) Margueritte Hirschbuhl Drake Fund (Advised) William G. Gilmore Fund (1/2 Advised) Hill Family Foundation Fund (Advised) Janette G. Drew Fund Jane and Bill Gilpin Fund (Advised) Hill Fund (Advised) Cecil W. and Sally Anne Drinkward Fund (Advised) Verda M. Giustina Fund (Advised) Jeffrey V. and Anne P. Hill Family Fund (Advised) Wayne and Julie Drinkward Fund (Advised) Dan Gleason Fund (Advised) Hirko Family Fund (Advised) Drummond Family Fund (Advised) Tom Gleason Fund (Advised) Harold S. and Elizabeth B. Hirsch Fund Stephen and Nancy Dudley Family Fund (Advised) Gobez Fund (Advised) John and Lari Hodecker Family Fund (Advised) Shelton H. and Mary I. Duff Fund Goodmonson Family Fund (Advised) Robert and Jeannette Hofer Fund (Advised) Richard W. Dyke and Zeruiah Aloysia Dyke Family Fund Erica and Peter Goodwin Fund (Advised) Eric and Ronna Hoffman Fund (Advised) Goudy-Powell Family Fund (Advised) Hollander Watkins Family Fund (Advised) Early Learning Fund (Advised) Grasmajeto Fund (Advised) Sue and Mike Hollern Family Fund (Advised) Karen and Bill Early Fund (Advised) Gray Family Fund (Advised) Mary D. and Thomas W. Holman Fund (Advised) Easton Koehler Family Fund (Advised) John Gray Charitable Fund (Advised) J.G. Edwards Fund GreenSprings Fund (Advised) Elkins Family Fund (Advised) Kenneth and Mary Lou Guenther Fund (Advised) Sande Emmy Fund (Advised) Gustafson Family Fund (Advised) Englund Family Fund (Advised) Haley Family Fund #2 (Advised) Entrepreneurs Foundation of the Northwest Fund Albert B. and Jean E. Hallstrom Family Fund (Advised) (Advised) Donor Advised Fund Enables the donor and others designated by the donor to be actively involved in choosing the organizations to receive support from their fund. The Forest Park Conservancy Fred and Susan Hamlin Family Fund (Advised) Larry T. & Jeanette T. Epping Family Fund (Advised) Susan Hammer Fund (Advised) Gary and Sandra Etlinger Fund (Advised) Hampton Family Foundation (Advised) William G. and Ruth T. Evans Fund (Advised) John and Carol Hampton Fund (Advised) Evergreen Hill Fund (Advised) Hands & Feet Charitable Fund (Advised) The Faerie Godmother Fund (Advised) James R. Hansen, M.D., Diabetes and Endocrinology Fare Well Fund (Advised) The donor creates a named fund and entrusts the Foundation’s board to select the most promising and worthy community programs. Hershner Family Fund (Advised) Harry L. and Kaaren M. Demorest Family Fund (Advised) (Advised) Discretionary Fund Fund (Advised) Sharon M. Fekety Fund (Advised) Betsy Elizabeth Hauge Fund (Advised) Fleck Family Fund (Advised) Richard P. Haugland Fund (Advised) The Ford Family Foundation Fund (Advised) David R. and Donna R. Hawkins Fund (Advised) Ford Family Fund (Advised) Hawley Family Fund (Advised) Hallie Ford Fund (Advised) Donald H. Frank Fund 17 2 0 0 7 Monroe A. Jubitz Family Fund (Advised) Frank and Julie Jungers Fund (Advised) John L. Luvaas Family Fund (Advised) Mark and Jennifer Kalenscher Fund (Advised) Luanne and Jeff Lynn Family Fund (Advised) Sue and Gary Kaufman Fund (Advised) Mann-Crawford Charitable Fund (Advised) Kaye Family Fund (Advised) Mary and Pete Mark Charitable Fund (Advised) Keane Family Fund (Advised) M. and L. Marks Family Fund (Advised) Mr. and Mrs. Michael L. Keiser Fund (Advised) Malcolm Marquis Fund (Advised) Keller Fund (Advised) Maxfield Family Fund (Advised) Kelley-Bollinger Fund (Advised) Mayberry-Copenhaver Family Fund (Advised) Kelly Family Fund (Advised) McCoy Stair and Millwork Company Charitable Fund (Advised) Susan L. Kem Fund (Advised) Paul and Sally McCracken Fund (Advised) Jane R. Kendall Family Fund (Advised) Thelma D. McCulloch Fund Kerr/Labbe/Lowe Family Fund (Advised) Robert K. and Judith A. McDermott Fund (Advised) Ketterling Family Fund (Advised) McFarlane - Stoinoff Fund (Advised) King Family Fund (Advised) William and Joyce McHolick Fund (Advised) Arthur H. Klug Fund (Advised) Douglas D. and Marilyn J. McIver Fund (Advised) Kurt and Mary Koehler Fund (Advised) Robert McMahon Fund (Advised) Peter H. and Alice M. Koehler Fund (Advised) McMurchie Family Fund (Advised) Karen and Wilmar Kohne Fund (Advised) Arthur and Aileen McNett Fund Edna L. Holmes Fund Koons Family Fund (Advised) Tim and Jo Ann McQueary Fund (Advised) The Hooter Fund II (Advised) Kottkamp Family Fund (Advised) Melvin and Carol Mead Fund (Advised) Hope Fund (Advised) Sue C. Kupillas Fund (Advised) Roger and Laura Meier Fund (Advised) Robert Hormel Fund (Advised) Eli and Madeleine Lamb Family Fund (Advised) Mr. and Mrs. William B. Mersereau Fund Robert H. and Cecelia Huntington Fund (Advised) John and Elaine Lampros Fund (Advised) Lora and Jim Meyer Family Fund (Advised) Huntting Family Fund (Advised) Louise E. Larsen Fund Eva Chiles Meyer Fund #1 Richard S. Huson Family Fund (Advised) Lau-Layton Family Fund (Advised) Eva Chiles Meyer Fund #2 (Advised) Hutchins & Skeggs Family Fund (Advised) Emmy Von Scheven Lawrence Fund (Advised) Meyer Memorial Trust Fund (Advised) Hutchison Family Fund (Advised) William and Emmy Lawrence Family Fund (Advised) Milgard Matching Gift Fund (Advised) Ing Family Fund (Advised) Leatherwood Family Fund (Advised) Miller Arts and Education Fund Inglis Foundation Fund (Advised) Wes and Nancy Lematta Fund (Advised) Miller Charitable Fund Jaffe Family Fund (Advised) Dorothea M. Lensch Fund (Advised) Charles E. and Mary Miller Family Fund (Advised) S. I. Jaggar Blount Fund (Advised) Leonetti-Moon Family Trust Fund (Advised) Chris and Helen Miller Fund James 1:27 Fund (Advised) Irving Levin and Stephanie Fowler Fund (Advised) Anne K. Millis Fund (Advised) Marion B. and Gordon R. Janney Fund (Advised) Levy/Thomas Fund (Advised) Max and Suzanne Millis Fund (Advised) John and Robin Jaqua Fund (Advised) Carol Schnitzer Lewis Fund (Advised) Mills Family Fund (Advised) Kate and Victoria Jeans-Gail Fund (Advised) Kenneth and Colleen Lewis Fund (Advised) Jack and Kate Mills Fund (Advised) Jene Fund (Advised) Susanne and Sandra Lewis Fund (Advised) Louise Minty Fund Carl J. and Alma Johnson Fund Joanne M. Lilley Fund (Advised) Alan and Brenda Mitchell Port Orford Community Fund Kristayani and Jerry Jones Fund (Advised) Eric and Hollie Lindauer Fund (Advised) George and Elizabeth Joseph Fund (Advised) Richard A. Loescher Fund (Advised) Community Cycling Center, Portland John Long Memorial Fund (Advised) Lowe/Lowenhaupt Family Fund (Advised) The OCF Funds Family Fund (Advised) JYN Environmental Fund (Advised) Julie and Terry Kem Fund (Advised) Discretionary and Donor Advised Funds Janet R. Larson Lueddemann and Hillmann Lueddemann 18 (Advised) Charles and Gay Mitchell Family Fund (Advised) The Pitbladdo Fund (Advised) Johannah Sherrer Memorial Fund (Advised) Craig W. and Linda J. Moore Family Fund (Advised) Portland Beavers and Portland Timbers Community Fund Siedow Family Fund (Advised) Don Morissette Charitable Fund (Advised) (Advised) Sigel/Wagenknecht Fund Morrison Family Fund (Advised) Gayle and Carol Post Family Fund (Advised) Simons Brick Fund (Advised) Moss Family Fund (Advised) Hope Hughes Pressman Fund (Advised) Kenneth M. Singer Fund (Advised) David Moursund and Sharon Yoder Fund (Advised) R.W. Family Fund (Advised) Skyrman Techno Fund (Advised) J.L. and M.F. Murdock Family Fund (Advised) Valerie and Srinivasan Ramaswamy Fund (Advised) Smith - Graamans Fund (Advised) Phillip Murthe Fund Ramsdell Fund (Advised) Anthony J. and Adele P. Smith Fund (Advised) Music Counts! Fund (Advised) Random Acts Fund (Advised) Donald K. and Nancy M. Smith Family Fund (Advised) Nathan Family Charitable Fund (Advised) Shirley V. Ray Fund (Advised) Smith Oaks Fund (Advised) Neilsen Family Fund (Advised) Reiten Family Fund (Advised) Earl and Ann Smith Fund (Advised) Doug Nelson and Shila Fisher Fund (Advised) Renecker Family Fund (Advised) M. Gregg Smith Fund (Advised) A. Ted and Doris E. Nelson Fund Rigby Family Fund (Advised) Nick and Sandra Snell Fund (Advised) William Neuhauser and Laura Byerly Oregon Fund Riley Family Fund (Advised) Betty L. Soreng Fund (Advised) Marge Riley Fund (Advised) John and Betty Soreng Environmental Fund (Advised) Robert and Melinda Newell Opportunity Fund (Advised) Roberts Motor Company Charitable Fund (Advised) Speroff Family Foundation Fund (Advised) The Nicholas Fund (Advised) Betty Lou Roberts Fund Spitznagel Family Fund (Advised) John and Ginger Niemeyer Fund (Advised) Hannah B. Robertson Fund The Sprout Fund (Advised) Dee Niskanen Family Fund (Advised) Richard Robinson Fund (Advised) Square Peg Fund (Advised) Nolan-De Jager Fund (Advised) Vera and Lawrence Rockwood Fund (Advised) Robert M. Stafrin Fund Northwest Natural Gas Company Charitable Fund Barbara Grutze Roessner Fund (Advised) Stamper Family Fund (Advised) Rogers Family Fund (Advised) Star View Foundation Fund (Advised) Northwest Natural Gas Charitable Fund No. 2 (Advised) Barnes D. Rogers Family Fund (Advised) Frances A. Staten Fund Jerry and Corrine Nothman Fund (Advised) Roots for Success Foundation Fund (Advised) Stein Family Fund (Advised) Elinore and Jerry Nudelman Fund (Advised) Rosenberg Family Fund (Advised) Steinfeld Family Fund (Advised) The NW Natural - Mark Dodson Fund (Advised) William and Nancy Rosenfeld Fund (Advised) Dr. Franz & Kathryn Stenzel Fund (Advised) NW Natural Richard G. Reiten Leadership Fund (Advised) H.J. and Grace Sandberg Fund Sterling Family Fund (Advised) OCF Founder’s Fund (Advised) Sandpiper Fund (Advised) Dr. John L. Jr. and Marilyn E. Stevenson Fund (Advised) Kurt and Lois Olsen Fund Sauer Family Charitable Fund (Advised) Stewart Family Fund (Advised) Milton and Martha Olshen Fund (Advised) Schamp Family Fund (Advised) L.L. Stewart Pass-Through Fund (Advised) Harold J. Olson Fund (Advised) Doris and William Scharpf Fund (Advised) Tom and Caroline Stoel Fund (Advised) Kristine Olson Fund (Advised) Robert and Janice Schock Fund (Advised) Roger Stokes Family Fund (Advised) Oregon Trail Coordinating Council Fund (Advised) Arima Schumann Fund (Advised) Stoll Stoll Berne Lokting & Shlachter Fund (Advised) Over the River and Through the Woods Fund (Advised) Les Schwab Memorial Fund (Advised) Norman A. and Helen V. Stoll Fund I (Advised) John and Netta B. Parke Fund Mayer and Janet Schwartz Fund (Advised) Norman A. and Helen V. Stoll Fund II (Advised) Parsons Family Fund (Advised) Schwenn Family Fund (Advised) Robert and Barre Stoll Fund (Advised) PatRick Investments Charitable Fund (Advised) Schwenn Family Fund #2 (Advised) Andy J. and Christine L. Storment Fund (Advised) Patton Family Fund (Advised) Serrurier Family Fund (Advised) Mark and Doris Storms Family Fund for Pro-Life and Perkins Coie Fund (Advised) The Seven Diamonds Fund (Advised) Pine Hill Fund (Advised) Howard and Manya Shapiro Fund (Advised) (Advised) (Advised) Anita M. and Taylor Pipes Fund (Advised) Bill Collier Ice Arena, Klamath Falls Pro-Family (Advised) John and Frances Storrs Family Fund (Advised) Douglas L. Stoudt Fund Clayton and Edith Strain Memorial Fund Margery Strass Fund (Advised) 19 2 0 0 7 Glenn R. and Juanita B. Struble Fund (Advised) Wessinger Foundation Fund (Advised) Swedoenek Fund (Advised) Fred G. and Elizabeth M. Wessinger Fund (Advised) Christine and C. F. Swigert Jr. Fund II William W. and Patricia L. Wessinger Fund (Advised) Swindells Family Fund Molly M. Westbrook Fund (Advised) Charles J. and Caroline Swindells Charitable Fund Sam Wheeler Fund (Advised) (Advised) Discretionary and Donor Advised Funds Douglas and Denise White Family Fund (Advised) Charlie Swindells Fund (Advised) Benjamin R. and Elaine M. Whiteley Fund (Advised) Elizabeth Pownall Swindells Family Fund (Advised) Wilcox Family Fund (Advised) Val Taber Memorial Fund Norman and Olga Evelyn Wildish Fund (Advised) Tagmyer Family Fund (Advised) Willamette River Fun(d) (Advised) Tate Family Fund (Advised) Christopher and Priscilla Williams Fund (Advised) Joan Taylor Fund (Advised) Williamson Family Fund (Advised) Todd and Lorri Taylor Fund (Advised) Williamson-McHugh Fund (Advised) Technical Training Fund Jack and Meredith Wilson Family Fund (Advised) Patrick and Susan Terrell Charitable Fund (Advised) Dr. Franklin Griffith Wise and Pamela Anne Wise The Tetherow Foundation Fund (Advised) Fund (Advised) Thomson Family Fund (Advised) Gary and Kathryn Withers Fund (Advised) Thoren Family Fund (Advised) Wolf Family Fund (Advised) Thrasher Family Charitable Fund (Advised) Womer Family Fund (Advised) Chet and Elaine Timmer Family Fund (Advised) Cyd Woodard Fund (Advised) Ronald E. and Ivy L. Timpe Fund (Advised) Woody Family Fund (Advised) Toll & Wagner Charitable Fund (Advised) Donna P. Woolley Fund (Advised) Mrs. Moe M. Tonkon Fund (Advised) Wright Family Fund (Advised) Trillium Fund (Advised) Gordon D. Wright and Anne G. Moffett Fund (Advised) Tumac Lumber Company Fund (Advised) James and Judy Wright Fund (Advised) Catherine and Mark Turner Fund (Advised) Harold Alfred Wyatt Fund (Advised) Janet Van Leeuwen Fund (Advised) Wy’East Fund (Advised) John K. Vitas and Pat Towle Fund (Advised) John and Jane Youell Fund Douglas Wagner Fund (Advised) Youmans Family Fund (Advised) Harold A. Wagner and Mildred A. Wagner Fund Young Family Fund (Advised) Nicholas and Kristin Walrod Fund (Advised) Bill and Julie Young Fund (Advised) Walton Weston Family Fund (Advised) Suzanne Lang Younge Community Fund (Advised) Eric Wan and Michele Goodman Fund (Advised) Zicker Family Fund Ward Family Fund (Advised) Zieverink Family Fund (Advised) Bill and Barbara Warner Family Fund (Advised) Zuniga Forbes Family Fund (Advised) R and D Warner Fund (Advised) Bob and Liz Warren Fund (Advised) W.C.F. & T.R.F. Fund (Advised) Janet Webster Fund (Advised) Weiss Fund (Advised) Werner/Ellithorp Advised Fund (Advised) The OCF Funds 20 Portland Art Museum Vivian S. Abbott Fund (Homeless and Needy) Critical Decision Institute Fund (Advised) Gold Beach Community Fund (Advised) Anonymous Fund #24 (Advised) Cycle Oregon Fund (Advised) Douglas and JoAnn Gordenier Family Fund (Advised) Anonymous Fund #37 (Advised) Jack R. and Mary B. Dant Special Disability Fund Arts Foundation of Western Oregon Fund (Advised) Mildred Baker Endowment for the Arts Subfund Bishop Subfund Cottage Theatre Endowment Subfund Eugene Visual Arts Endowment Subfund (Advised) Dental Foundation of Oregon Fund (Advised) (Promotes Dental and General Health) Louie J. and Margaret H. DeSantis Fund (Advised) (Silverton) Fentress Endowment Subfund Howard and Edna Dietrich Children’s Fund (Advised) Nils and Jewel Hult Endowment Subfund Palma A. Domenico Fund (Disadvantaged Children, Maxine Horton Rowan / Hult Center for the Performing Arts Subfund Catholic Charities) (Marion and Jackson Counties) Grant County Family Heritage Fund Eunice Gray Fund (Advised) (Jackson County) John and Betty Gray Early Childhood Fund John D. Gray and Elizabeth N. Gray Endowment Fund (Early Childhood Development, Teaching of Geography) Gene and Charlotte Hale Animal Care Fund (Baker County) Harris Fund for Children Domestic Violence Prevention Fund II (Advised) Bertha L. Harris Fund (Services to Children) Martha Baker Russell Subfund Douglas Community Fund Gladys S. Hawkins Fund (Education and Development of Silva Endowment Subfund Stuart and Leah Durkheimer Fund (Childhood and Early Special Projects Subfund Youth Arts Endowment Subfund Juliette D. and Paul A. Barber Fund (Advised) (Youth, Yamhill County) Adolescent Development) Early Childhood Network Fund Health Care Careers Fund Eugene Federal Courthouse Education Fund Jane Higdon Memorial Fund (Advised) The Eugene Veterans Memorial Park Fund (Advised) Florence V. Barnhart Fund (Lane County) Evergreen Hill Education Fund (Advised) Frank and Grace Bascom Fund (Southern Oregon) Thomas P. Fink & Marilyn K. Fink Family Fund (Advised) Better Nursing Home Care Fund (Advised) Jerome S. and Barbara Bischoff Fund (Libraries, Statewide Charities) Blitz-Weinhard Fund (Oregon Independent Colleges, Visual & Performing Arts) Jon Bowerman Advisory Fund (Advised) (Education, Statewide) Emil W. and Lois E. Brammert Fund (Handicapped) Bonnie Bronson Art Collection Fund (Advised) Bonnie Bronson Fund (Advised) (Women in Art) Young Persons) Amabel E. Hayward Fund (Disadvantaged) (Children and Young Adults) Mary E. and Carl W. Finstrom Fund (Jackson County, Home Health Care) (Empowering Young Women, Bicycling and Pedestrian Safety in Lane County) Higher Education Roundtable Fund (Advised) Jefferson Counties) Elizabeth S. Holden Fund (Advised) (Lane County) Homeless Fund - Bottles & Cans (Advised) David S. Foster Memorial Fund (Promotes Philanthropy in Mary E. Horstkotte Fund (Higher Education, Butch and Richard Fraley Charitable Fund (Advancement of the Arts and Health Sciences) Friends of Curry County Home Health and Hospice Endowment Fund $261,678,235 F.J. Hodecker Family Fund (Deschutes, Crook and The Fischer Fund (Parochial School Tuition Aid) Curry County) Environmental Conservation, Catholic Charities, Emotionally Disturbed Children) Nancy Horstkotte Memorial Fund (Advised) (Emotionally Disturbed Children) Mildred F. Hoskins Fund (Children) Building CASA Fund (Advised) Friends of Gerry Frank Fund (Advised) William H. Hunt Fund for the Homeless, Hungry, and Poor Ella Munro Burdin Fund (Needy Blind) Friends of the Performing Arts Center Capital Fund “I Have A Dream” Foundation — Oregon Fund (Education) Martha Cake Fund (Poor and Homeless) Clifford J. Fritz Fund (Research and Treatment of Cancer Evelyn L. Jones Fund (Blind, Indigent & Needy) Chaillé Family Fund (Optimal Development of Children) Phil and Jo Chase Fund (Preservation of Natural Resources and Conservation) and Vision Improvements) Margaret A. Fritz Fund (Research and Treatment of Cancer and Vision Improvements) Charles Jordan Neighborhood Livability Fund (Advised) Kelley-Zagunis Crew Advancement Fund (Advised) (OSU Crew Program and Scholarships) Citizens for the Memorial of Tom McCall Fund (Advised) Carole Gaffey Fund (Advised) (Child Abuse Prevention) Thomas A. Kerns M.D. Endowment Fund (Advised) Clatsop County Disaster Relief Fund (Advised) Gainor Minott Fund (Environmental Projects, North Coast Sam and Roberta Konnie Fund (Advised) (Needy, Western Clatsop County Endowment Fund Edwin E. and June E. Cone Fund (Advised) (Eugene) Edwin E. Cone Neighborhood Park Fund Cooley Family Fund for Critical Research Crater Lake National Park Trust Fund Region) John R. Gatewood and Mary Z. Gatewood Fund (Cultural Enrichment and Community Education) Jane and Howard Glazer Fund (Advised) (Peace, Domestic Field of Interest Funds Lane County) James C. and Carol A. Kyle Fund (Advised) (Douglas County) Lake County Community Foundation Endowment Fund Violence, Environmental Protection and Education) 21 2 0 0 7 George and Helen Largey Fund (Needy Children & Elderly in the Portland Metro Area) Latino Partnership Project Fund (Advised) LIFE Center Fund (Advised) (Inner City Needy) Lilja Family Fund (Advised) (Southern Douglas County) George W. Lippincott Charitable Fund (Youth, Crook County) Malone Family Fund (Disadvantaged, Health Care, and Visual Arts) Roy and Diane Marvin Fund (Youth, Performing Arts) Mayor’s Ball Fund (Advised) (Portland) McAllister Education Fund of the PNW Sales & Marketing Field of Interest Fund The donor identifies a particular area of community need or geographic focus, leaving the selection of specific organizations to the Foundation. Group (Advised) (Youth Education Projects) Glen and Jean McKenzie Fund (Eastern Oregon) Menasha Legacy Fund (Advised) Wanda and Sherman Olsrud Edith Henningsgaard Miller Fund for the Benefit of Astoria (Advised) Verl and Dorothy Miller Fund (Native Americans, Yamhill County Historical Society) Louise K. Mittet and Albert J. Mittet Fund (Handicapped in the City of Astoria) Evelyn Nye Undesignated Fund (Jackson or Josephine County) Olsrud Family Fund (Advised) (Douglas, Josephine, Jackson & Klamath Counties) Portland Community Foundation Fund (City of Portland) Portland Oregon Sports Authority Foundation Fund (Advised) Michael and Jo Ann Mooser Fund Lane County Oregon Child Development Scholarship Fund (Advised) PPI Fund Walt and Peggy Morey Fund (Advised) (Children’s Writers Oregon Children’s Foundation Fund (Advised) (Oregon’s Providence Health Plan Community Benefits Fund and Youth Literature) Children) (Advised) Murakami Family Fund (Advised) (Malheur County) Oregon Consular Corps Scholarship Fund (Advised) Lester and Sarah Louise Raw Seaside Youth Fund Roscoe Nelson, Jr. Fund for Pro Bono Law Services to the Oregon Cultural Trust Fund (Advised) “Ready to Learn” Pooled Fund (Advised) Oregon Disaster Relief Fund R.E.C. Foundation Fund (Advised) (Historical Poor (Advised) (Legal Services for the Needy) Newell Creek Canyon Restoration Fund (Advised) Oregon Education Endowment Fund North Rim Deschutes River Fund (Advised) (Deschutes Oregon Historic Trails Fund (Advised) (Projects Related to River Basin) Northeast Oregon Heritage Fund (Advised) (Baker, Union & Wallowa Counties) Oregon’s Historic Trails) Oregon Natural Resources Education Fund (Advised) (Forestry Education) Preservation, Jacksonville, Oregon) The Regence Fund (Advised) Ruth Eva Renfroe Fund (Social Service Projects) Joseph D. and Susan L. Robertson Trial Advocacy Fund (Trial Advocacy Training) Northeast Portland Community Development Fund Ormseth Family Fund (Advised) (Children) Brenda Lynn Ross Vision Fund (Advised) Northwest Area Oregon Fund (Advised) (Poverty in OSU Men’s Rowing Fund (Advised) George A. Russill Community Fund (Advised) (Volunteer Central Oregon) Northwest Neighborhoods Parks & Recreation Fund (Advised) (Recreation, Northwest Portland) Laureen and Rudi Nussbaum Environmental Contamination and Human Health Fund (Advised) Evelyn Nye Cultural and Scholarship Fund (Supports Classical, Semi-Classical, and Secular Music) Nye Family Fund (Handicapped) OSU Women’s Rowing Fund (Advised) Park Blocks Foundation Fund (Advised) Pediatric IPA Fund (Advised) (Pediatric Education) Al and Hilda Peirce Charitable Fund (Advised) (Coos County) Arthur Perry Memorial Fund (Youth, Medford, Oregon) PGE Multnomah County Charitable Fund PGE Multnomah County Charitable Fund #2 Dr. Wayne M. Pidgeon Fund (Defrays Costs of Medication for Needy Psychiatric Patients) The OCF Funds Pine Valley Fair Association Fund (Advised) 22 Award) Charles and Effa Sage Gold Beach High School Fund (Advised) Salty Dog Fund (Stewardship of Netarts Marine Environment through Experiential Education) William and Florence Schneider Fund (Underprivileged in Jackson County) Mildred and Morris Schnitzer Charitable Fund (Advised) Velma Scholl Fund (Oregon’s Small Towns) Ben Serafin Fund (Advised) (Douglas County) Grace Serbu Fund (Advised) (Lane County) John Serbu Fund (Advised) (Youth, Drug Interdiction, Lane County) John Serbu Youth Campus Fund (Advised) Russell Walbridge Fund (Advised) (Disadvantaged Children) Reed and Carolee Walker Fund (Jackson County, Poor and Needy) Fred Waltz Trust Fund (Children) Wells Family Fund (Early Childhood Literacy, Education, and Development) Shelk Fund (Advised) (Central Oregon) E. Henry Wemme Fund (Care of Unfortunate Girls) Dorothy F. Sherman Music Education Fund for Children Whipple Foundation Fund (Advised) (Douglas County, (Advised) (Promotes Music Among Children) Education) Cecil Shumway Fund (Advised) (Homeless Men, Portland) Doris J. Wipper Fund (Advised) (Children) Donald R. Singer Renaissance Music Performance Fund Sidney and Lillian Zetosch Fund (Handicapped South Benton Community Enhancement Fund (Advised) Education) Hugh G. Starkweather Fund (Elderly, Clackamas County) Stensland Cultural Fund (Advised) Kenneth D. Stovall Memorial Fund (Advised) (Youth, Central Oregon) Irene Gerlinger Swindells Fund (Visual and Performing Arts) William Swindells, Sr. Memorial Fund (Youth, Education, Health) T J Education Fund (Advised) Peter J. and Wilma Tashnovian Fund (For Oregon with the Exception of the Metro Area) Nellie Tholen Fund (Advised) (Programs for Improvement of Piano Teaching) Dorris Coombs Thomas Advised Fund (Advised) (Deschutes County, Oregon) Thorndike Family Rogue Valley Fund (Advised) Tigard Area Community Fund (Advised) Tillamook Forest Interpretive Center Fund Nancy Morse Torp Fund (Educational Opportunities for Women with Children) Beverly A. Treneman Fund (Advised) (Youth, Yamhill County) Tualatin Valley Water Quality Endowment Fund (Advised) Dr. John Wm. and Betty Long Unruh Fund (Advised) (Visual and Performing Arts) Imbler Rural Volunteer Fire Department 23 2 0 0 7 Albany Library Scharpf Endowment Fund EHS/SEHS Alumni Scholarship Fund Hatfield Archivist Fund Ames-Fluhrer Charitable Fund Elk Rock Garden Fund Ruth Henderson Fund Anonymous Fund #16 Rose A. Ellison Designated Fund Tom and Gloria Hillstrom Fund Applegate Library Fund William G. and Ruth T. Evans Designated Fund Edna L. Holmes Literary Arts Fund Cecil R. and Elaine H. Armes Memorial Fund for the Leon and Esther Feldstein Fund Frank Hood Young Video/Filmmakers Fund Earl and Jane Ferguson Fund Hospice Assistance Fund Landrum E. Baker Fund William Sterling Findlay and Susan Halton Findlay Fund Annabelle and Henry Houser Family Charitable Gift Fund Betty L. Baker Fund Hallie E. Ford Endowment Fund for Arts in Education Alfred J. Huber Fund Beaumont-Rogers Tryon Creek Children’s Fund Friends of Astoria Column Fund Charles and Lynn Humble Fund Beckham Fund for the First Baptist Church of Friends of Menucha Fund William H. Hunt Oregon Symphony Association Fund Friends of St. Francis Fund Gordon Hunter Fund Wilford H. and Janice E. Belknap Fund Friends of the Mounted Patrol Fund C.S. Jackson Memorial Library Fund Bernards-Hermens Fund Emilie F. and Don C. Frisbee Fund Alan James Fund Katherine Bisbee Fund Winifred Glossop and Asenath Evans Fund Jaqua Fund William F. Blitz Fund Grant High School Class of ‘46 Needs-Benefit Fund JumpstART Fund Bosco-Milligan Fund Gray Family Chair for Innovative Library Services at Walter G. and Marija C. Kuzman Designated Fund Friends of Mt. Pisgah Arboretum Coos Bay, Oregon Designated Funds $217,125,458 Arthur James Boucot Research Fund Boys and Girls Club of Southwestern Oregon Oregon State University Fund Eleanor Lieber Auditions Fund Joe and Theresa Greco Memorial Fund The Lucky Dog Fund F. Willis Smith Subfund Hampton Family Foundation Portland Art Museum Fund march wellness Cardio Therapy Fund Stamper Family Subfund John and Carol Hampton Endowment Fund for the Merta J. Mason Fund Endowment Fund William J. Sweet Tennis Center Subfund Eileen Maret Brown Fund Portland Opera Hart Mental Health Fund Walter and Clora Brownfield Animal Fund Walter and Clora Brownfield Sunshine Fund Robert E. Burleigh Fund Richard J. and Linda M. Carney Fund Central Lutheran Church Pastor P.J. Luvaas Memorial Fund (Advised) Nancy R. Chandler Visiting Scholar Program Clackamas Mental Health Fund Elizabeth Church Clarke Fund Club 53 Endowment Fund D.J. Conway and Josephine Vilott Woolery Conway Fund Everett R. Coovert Fund Stan and Julie Culver Designated Fund Roy R. and Laurie M. Cummins Fund Cornelius and Mildred Dixon Memorial Fund Jean Doyle Fund Drain Civic Center Fund Franklin G. Drake Fund Talmer and Selma Dybvad Fund The OCF Funds 24 Library Association of Portland Endowment Fund Elizabeth N. Gray Fund Adelante Mujeres, Forest Grove Tokio Pat and Florence K. Matsushita Endowment Fund Frank W. and Mabel Settlemier Fund Sir James and Lady McDonald Fund Leslie and Dorothy Sherman Fund McKenzie View Fund F. Willis Smith Fund Mr. and Mrs. William B. Mersereau, Jr. Fund Herbert and Betty Spady Fund John Mosser Fund Dorothy Hester Stenzel Fund Native Voices Endowment: A Lewis & Clark Expedition Donald Sterling City Club Fund Bicentennial Legacy John and Ginger Niemeyer Clackamas Community College Fund Dorothy E. Stewart Fund L.L. Stewart Northwestern School of Law Fund L.L. Stewart Oregon State Parks Student Internship Fund James V. Norlen Memorial Fund L.L. Stewart Oregon State Parks Volunteer Award Fund Terence O’Donnell Fund Mr. and Mrs. L.L. Stewart Fund OCF Joseph E. Weston Public Foundation Fund William H. and Cathy Stoller Fund Michael John Okie Fund Peter W. Stott Foundation Fund Oregon Arts Heritage Endowment Fund Gordon Strain Memorial Fund Oregon Designated Fund Struble Umpqua Symphony Youth Orchestra Fund Oregon Latino Scholarship Fund Robert M. and Cecelia A. Stuckart Fund Park Blocks Fund Lina H. Sturgis Memorial Library Fund Catherine H. Percival Fund Sunshine Division Inc. Fund Lawrence H. Pierce Fund A Dr. Kenneth C. Swan Endowment Fund Lawrence H. Pierce Fund B Christine and C. F. Swigert, Jr. Endowment Fund for the Lena L. Pierce Fund Reach Out and Read, The Dalles Benefit of OMSI Helen M. Swindells Tenant Relief Fund Jim S. and Mildred W. Whipple Fund Elizabeth Till Fund Whitaker Ponds Endowment Fund PSU Special Alumni/Student Fund Betty Long Unruh Arts Fund Isam and Rose White Fund Elaine and Vittz-James Ramsdell Fund Dr. John Wm. and Betty Long Unruh Portland Art Ben and Elaine Whiteley Fund Property Maintenance Fund for the First Christian Church at Portland, Oregon Leland C. Ratcliff Fund Leland C. and Erna N. Ratcliff Fund Richard A. Ray Fund Museum Fund Dr. John Wm. and Betty Long Unruh UCC Performing Arts Fund Wilberger Foundation Search and Rescue Fund John and Frances Winslow Family Fund Washburn Fund John S. Winslow Fund Rise and Shine Scholarship Fund Recil and Violet Watson Alzheimer’s and Related Harriet M. Winton Fund Disorders Fund John W. and Isabelle S. Woolcott Fund Alice Robitschek Fund Jeanne and Owen Welles Fund Donna P. Woolley Fund Sumner and Adele Rodriguez Fund Western Lane Community Foundation Fund Thomas Wrightson Fund Miriam Rosenfeld Memorial Fund Collister Wheeler Fund Juan Young Fund William D. and Ruth D. Roy Fund The donor names one or more specific organizations to receive annual support. Frances W. Winslow Fund Michael V. Reed Fund Sarah (Richter) Ritchie Fund Designated Fund Youth Shelter House Endowment Fund Rural Nursing Excellence Endowment Fund Hubert and Ludmila Schlesinger Fund Karen M. Schroth Fund 25 2 0 0 7 John Conrad Diehl and Madeline Knutsen Hebbard Memorial Scholarship Fund Doerfler Newport High Scholarship Fund Luther Ellison Scholarship Fund Michael S. Ensign Scholarship Fund Rollin and James Evans Memorial Scholarship Fund Neil Faber Memorial Scholarship Fund Esther Fawk Fund Earl and Jane Ferguson Scholarship Fund George Ferrell Memorial Scholarship Fund Dr. I. Howard and Victoria Fine Scholarship Fund Dorothy Flegel Scholarship Fund Robert D. Forster Scholarship Fund Scholarship Funds Keith Foster Engineering Scholarship Fund Toni Berke Foster Memorial Scholarship Fund Friends of Bill Rutherford Education Fund Gear Up Scholarship Fund Geiser-Pollman Scholarship Fund $87,496,721 Isabel and Mary Ellen Gill Scholarship Fund Vikki Mee’sFairy Faerie Godmother Fund at OCF supports filmmaking at St.toMary’s Academy in Portland Vicki Mee’s Godmother Fund at OCF provides filmmaking equipment St. Mary’s Academy, Portland Erminio and Irene Giustina Scholarship Fund Neil and Diana Goldschmidt Scholarship Fund Zelma Gordon Scholarship Fund Albina Fuel Company Scholarship Fund Helen Bolton Memorial Scholarship Fund Grant High School Alumni Scholarship Fund Allcott/Hunt Share It Now II Scholarship Fund, Deborah Fehnel Bosworth Scholarship Fund Edward R. Hall Scholarship Fund E.H. and M.E. Bowerman Scholarship Fund Maurice and Gladys Hallmark Scholarship Fund Bullivant Houser Bailey-African American Chamber of Earl Hardie Memorial Scholarship Fund Honoring Emory S. and Elizabeth Burkett Hunt William Brent Anderson Memorial Scholarship Fund Ruth Arbuckle Trophy Scholarship Fund Commerce Community College Scholarship Fund Max W. Burns Memorial Scholarship Fund of White City Jim and Delores Hendrickson Memorial Scholarship Fund Bandon Community Scholarship Fund Burrill Family Scholarship Fund Barry and Marilyn Hendrix Scholarship Fund Clinton and Mary Anne Basey Scholarship Fund Candace Callan Scholarship Fund Susan C. Hill Memorial Scholarship Fund Robert Harold Belknap Memorial Scholarship Fund Campagna Family Scholarship Fund Howard and Edyth M. Hoedle Scholarship Fund Bend Branch of AAUW Charles and Helen Weil Memorial Dorothy S. Campbell Memorial Scholarship Fund Holden Scholarship Fund Harry S. Chandler Scholarship Fund Rueben and June Holm Scholarship Fund Eugene Bennett Scholarship Fund for the Visual Arts Clark-Phelps Scholarship Fund Holman Family Molalla High School Alumni Ronald and Karel Bennett Scholarship Fund Concordia University SEI Scholarship Fund Robert J. and K. Joan Bergin Charitable Fund Gladys and Forrest Cooper Scholarship Fund Larry and Penelope Hull Scholarship Fund Tyler R. Black Humanitarian Scholarship Fund Angelina and Pete Costanzo Vocational Scholarship Fund Margaret E. Hull Scholarship Fund Scott Blecha Memorial Scholarship Fund Jeanette M. Crawley Scholarship Fund Jackson Foundation Journalism Scholarship Fund E.J. and Wythel Blokland Memorial Scholarship Fund Crook County Foundation Scholarship Fund Jefferson Alumni Scholarship Fund Leona Blum and Howard Schmadeke Scholarship Fund Crowley Family Scholarship Fund Royden M. Bodley Scholarship Fund David Family Scholarship Fund Scholarship Fund T.T. Davis Fund The OCF Funds Dorothy Heagy Scholarship Fund Ashland High School Scholarship Fund 26 Scholarship Fund Jim Johnson Memorial Scholarship Fund Oregon Student Assistance Commission Fund The Mellema Scholarship for Sheridan H.S. Seniors E.T.D. Jones Scholarship Fund Alpha Kappa Kappa Subfund Dawn Lee Jordan Memorial Scholarship Fund Amity Scholars Program Subfund Michael Mooser Scholarship Subfund Paul Kergel Scholarship Fund John Paul Brown Scholarship Subfund Jeanette E. Mowery Scholarship Subfund King City Lions Club - Henry J. Marchion Scholarship Burns Lions Club Scholarship Fund Mathew Mullmann Memorial Scholarship Subfund Fund Subfund Anna and Dwight Gunther Scholarship Subfund Olex High School Scholarship Subfund Sherrill Kirchhoff Scholarship Fund Jeff Hull Memorial Scholarship Subfund Oregon Alpha Delta Kappa Scholarship Subfund Klinger Fund Arlie Oster Memorial Scholarship Subfund Ida Berniece Oswald Subfund Konnie Memorial Scholarship Fund Poteet Scholarship Subfund Professional Land Surveyors of Oregon Scholarship Herbert M. Kuempel Fund James Carlson Memorial Scholarship Program Subfund Willett and Margarite Marshall Lake Scholarship Fund Chi Omega Subfund Gayle and Harvey Rubin Scholarship Subfund Langmas Family Scholarship Fund Brian Clayton Memorial Scholarship Subfund Carol Rudy Scholarship Subfund Robert B. Lee and Gladys E. Lee Memorial Peter Connacher Memorial Trust Subfund B.W. Sexton Memorial Subfund Corvallis High School “Class of 1954” Doyle and Donna Shepherd Scholarship Subfund Scholarship Fund Mervin and Gena Leonard Scholarship Fund Scholarship Subfund Subfund Harriet Simmons Scholarship Subfund Rube and Minah Leslie Educational Fund Richard John Cowan Memorial Scholarship Subfund J.W. Stuchell Scholarship Subfund Lincoln High School Fund Harland Cravat/Gray Johnson Scholarship Subfund Valsetz Scholarship Foundation Subfund Marion A. Lindeman Scholarship Fund Dart Student Assistance Subfund Edward Ward Subfund Lowell High School Scholarship Fund Carolyn Davies Memorial Scholarship Subfund Washington High School Scholarship Foundation Harry Ludwig Scholarship Fund Davison FFA Scholarship Subfund Larry and Barbara Lund Scholarship Fund Doane Education Trust Subfund Chester and Helen Luther Educational Emergency Fund Mary Mahoney Egan Scholarship Subfund Madison Charitable Fund Roger W. Emmons Memorial Scholarship Subfund Oregon Wine Brotherhood Scholarship Fund Mildred I. Martignone Nurse Scholarship Fund Entercom Portland Radio Scholarship Subfund The Oregonian Scholarship Fund Leora Frances Brunk McDaniel Memorial John Stanley Fisk Scholarship Subfund Charles Patrick Memorial Fund Laurence R. Foster Memorial Scholarship Subfund Peggy Peterson Scholarship Fund William J. McHolick, M.D. Scholarship Fund Benjamin Franklin/Edith Green Scholarship Subfund Jane Kerr Platt Memorial Scholarship Fund Medford Rogue Rotary Scholarship Fund Alan B. Holmes Memorial Scholarship Subfund O.M. Plummer Scholarship Fund Mesirow Family Scholarship Fund John P. Hounsell Scholarship Subfund Mike and Betty Pongracz Scholarship Fund Ernest Alan and Barbara Park Meyer Scholarship Fund Glenn Jackson Scholars Program Subfund Portland Police Association Memorial Scholarship Fund L. Verl and Dorothy Miller Scholarship Fund Nettie Hanselman Jaynes Memorial Portland Public School District 1J Fund Scholarship Fund Louise Minty Fund Scholarship Subfund Jim and Donna Moore Scholarship Fund Jefferson High School Subfund Joseph and Helen Morgan Memorial Scholarship Fund Anna F. Jones Educational Foundation Subfund Audrey Shelley Morris Scholarship Fund Ray Kageler Scholarship Subfund Nathan Family Scholarship Fund Kelly-Ebell Scholarship Subfund Glenn and Flaurence Nesseth Scholarship Fund Arlene E. and Arthur LaMasters Scholarship Subfund NLN Ella McKinney Scholarship Fund J.M. Lee Subfund Tom Norton Sr. Memorial Scholarship Fund Harold I. Lewis Scholarship Subfund Milton and Martha Olshen Scholarship Fund Beverly Lloyd Scholarship Subfund The Olsrud 4-H and FFA Scholarship Fund Laurie Malcom Memorial Scholarship Subfund Olsrud Scholarship Fund Maryan L. McElligott Memorial Scholarship Subfund Subfund Weathers Educational Trust Scholarship Subfund Women Helping Women Scholarship Subfund Scholarship Fund The donor establishes the criteria, and the Foundation provides outreach, selection of students, and monitoring of student performance. Agnes Beach Scholarship Subfund Benson High School 50-Year Reunion Scholarship Subfund Bonniwell Scholarship Subfund 27 2 0 0 7 Cascaden Scholarship Subfund Rae-Seitz Scholarship Fund Howard Vollum Scholarship Fund Willard F. Case Memorial Scholarship Subfund Leland C. Ratcliff Fund William L. and Della Waggoner Scholarship Fund Commerce High School Alumni Scholarship Subfund Leland C. and Erna N. Ratcliff Fund Charles U. Walker Scholarship Fund Ross Dey Memorial Scholarship Subfund Marjorie J. Reed “Best Friend” Award Scholarship Fund L. Mila Warn Endowment Fund Fletcher Memorial Scholarship Subfund Roseburg High School Class of 1949 Scholarship Fund Watson Nursing Scholarship Fund Grant Class of ‘47 Scholarship Subfund Roseburg High School Class of 1955 Scholarship Fund Mildred Wilcox Whipple Fund Dorothy E. Grant Foreign Language Scholarship A. Victor Rosenfeld Scholarship Fund Dr. James P. and Mary M. Whittemore Fund Owen and Edna Sabin Scholarship Fund Why Not? Fund Dale A. Henderson Scholarship Subfund Harold Sawatzky Fund Brooke Wilberger Scholarship Fund Arthur James and Winifred E.M. James Memorial Hubert and Ludmila Schlesinger Fund David Wiley Memorial Fund Lawrence Scholl Family Scholarship Fund Duff Hull Wilkins Memorial Scholarship Fund Tom Jones Memorial Scholarship Subfund Hall, Helen and John Seely Family Fund Willamette Valley Fund for Science and Health Training Kevin MacMillan Scholarship Subfund Grace Serbu Scholarship Fund Leodis McDaniel Scholarship Subfund Frank W. Settlemier Educational Fund Woodard Family Scholarship Fund Maxine and Inza McDowell Scholarship Trust Subfund Mabel Southworth Fund Helen and Robin Woodroofe Scholarship Fund Merriam Scholarship Subfund Sprague Family Scholarship Fund Harold Alfred Wyatt Scholarship Fund Peggy Dickinson Miller Memorial Scholarship Subfund Caryll and Norman F. Sprague Family Scholarship Fund Harold Alfred Wyatt Scholarship Fund No. 2 Frances Morrison Scholarship Subfund St. Andrew’s Society Scholarship Fund Zimmer Gunsul Frasca Architectural Scholarship Fund James O’Gara Scholarship Subfund Franz Stenzel M.D. and Kathryn Stenzel Scholarship Fund Carl Piacentini Memorial Scholarship Subfund William P. Stevens Memorial Scholarship Fund Portland School Board Subfund John Straus Scholarship Fund Marsha K. Richards Scholarship Fund Judy Straw Memorial Scholarship Fund Myra Rose Scholarship Glenn R. and Juanita B. Struble Memorial Scholarship Subfund Scholarship Subfund Scholarship Fund Sauber & Mills Scholarship Subfund Fund Glenna Teeters Scholarship Subfund Glenn R. and Juanita B. Struble Scholarship Fund II Thomas N. Torgler Scholarship Subfund Juanita Brown Struble Scholarship Fund Gordon Van Alst Math Achievement Award Subfund Alan Baron Tonkin Memorial Fund Ryan Voth Scholarship Subfund Merritt and Aileen Truax Scholarship Fund Ralph Prescott Woodbury Scholarship Subfund Jeff Turner Mike Sweeney Scholarship Fund Jean and Milo Puderbaugh Memorial Scholarship Fund Tina Turner Memorial Scholarship Fund Don and Rosemary Pullin Family Fund Paul and Alice Tustin Education Fund Tykeson Family Charitable Trust Scholarship Fund Umatilla County Cattlemen’s Association Scholarship Fund Umatilla Electric Cooperative Scholarship Fund Union County Cattlewomens Memorial Scholarship Fund Van Peursem Memorial Scholarship Fund The OCF Funds 28 and Education, Founded by June and Rueben Holm Caddy McKeown and Judy Ann Mogan, Trustees of the Al and Hilda Peirce Charitable Fund with Nicole Yokbay. Nicole is a scholarship recipient from this Fund and now a student at Southwestern Oregon Community College. 1000 Friends of Oregon: Hall Templeton Fund for Oregon’s Cannon Beach Arts Association Endowment Fund Crook County Foundation Fund Cannon Beach Children’s Center Endowment Fund Crook County Historical Society Endowment Fund Cannon Beach Historical Society Fund Curry Health Foundation Endowment Fund Capital Manor Foundation Endowment Fund D-9 Foundation Endowment Fund CASA of Lane County Endowment Fund Delta Rotary Foundation Fund Cascade Festival of Music Endowment Fund Deschutes Basin Land Trust Fund Access Inc. Endowment Fund Cascades Academy of Central Oregon Endowment Fund Deschutes Children’s Foundation-Every Kid Alano Club of Portland Century Fund Cathedral School Financial Aid Fund Albany Area Habitat for Humanity Endowment Fund Cedar Mill Community Library Association Future Endowment Fund 1000 Friends of Oregon: The Paul Gerhardt Jr. Internship Fund 1000 Friends of Oregon: The Janet Rekate Fund for the Oregon Coast Albany Boys and Girls Club Foundation Endowment Fund Endowment Fund Endowment Fund Deschutes County Historical Society Endowment Fund Deschutes County Public Library Foundation Capital Albany Public Library Foundation Endowment Fund Center Foundation Scholarship Endowment Fund Albany Regional Museum Endowment Fund Center For Human Development, Inc., Fund Albertina Kerr Center Fund Central Lutheran Foundation Endowment Fund Albina Head Start Endowment Fund Central Oregon Council on Aging Endowment Fund Donate Life Northwest Endowment Fund All Saints School Foundation Fund Central Oregon Environmental Center Endowment Fund Douglas County Museum Foundation Endowment Fund Arbor School Parent/Teachers Financial Aid Fund Central Oregon Grand Piano Endowment Fund Driftwood Library Foundation of Lincoln City Architectural Foundation of Oregon Endowment Fund Chetco Senior Center Endowment Fund Arts Central Endowment Fund Chinese American Citizens Alliance Community Arts Umbrella General Endowment Fund Involvement Fund Endowment Fund Endowment Fund Thomas A. Edison High School Fund Lottie and Cecil Chrisman Memorial Endowment Fund Education Together Foundation Endowment Fund Ashland Schools Foundation Endowment Fund Citizens for the Gorge Discovery Center Endowment Fund Edwards Center Endowment Fund Baker County Senior Citizens, Inc. Endowment Fund City Club of Portland Endowment Fund Emerald Kidsports Foundation Scholarship and Battered Persons Advocacy Domestic Violence Prevention City of Albany Library Fund Equipment Fund City of Fossil Library Endowment Fund Endowment Fund of Eugene Symphony Association Bear Creek Greenway Foundation Endowment Fund City of Fossil Parks Endowment Fund The Equamore Foundation Endowment Fund Bob Belloni Ranch Endowment Fund Clackamas County Library Foundation Endowment Fund Estacada Community Foundation Endowment Fund Bend Metro Park and Recreation Foundation Club West Wrestling Endowment Fund Eugene Christian School Fund Columbia Arts Endowment Fund Eugene Education Fund Endowment Fund Bend Rotary Club Foundation, Inc. Endowment Fund Committed Alliance to Strays Endowment Fund Eugene Family YMCA Endowment Fund Birth to Three Endowment Fund Community Health Center Endowment Fund Eugene Public Library Foundation Endowment Fund Black United Fund of Oregon Fund Community Music Center Endowment Fund Fairview/Rockwood/Wilkes Historical Society Blue Mountain Community College Foundation Fund Community Music Center, Inc., Scholarship and Endowment Fund Blue Mountain Community College Foundation Whittaker Fund Award Fund Community Works Endowment Fund Endowment Fund The Family Resource Center Endowment Fund Family YMCA of Marion and Polk Counties Blue Mountain Healthcare Foundation Legacy Fund Coos Art Museum Endowment Fund Bohemia Park Security and Maintenance Coos Foundation Endowment Fund Feral Cat Coalition of Oregon Endowment Fund Endowment Fund $142,516,537 Ecumenical Ministries of Oregon Endowment Fund Arts Umbrella Private Lesson Scholarship Fund Endowment Fund Endowment Partners Funds Projects Fund Deschutes County Public Library Foundation Endowment Fund Coquille Rotary Foundation Fund Fern Ridge Library Foundation Endowment Fund Boys and Girls Club of Corvallis Endowment Fund Scott Corbett Jr. Memorial Fund First Presbyterian Church of LaGrande Endowment Fund Boys and Girls Clubs of Central Oregon Endowment Fund Corbett Education Foundation Fund First United Methodist Church of Medford Boys and Girls Clubs of the Rogue Valley The Corvallis-OSU Symphony Endowment Fund Endowment Fund Endowment Fund Cottage Grove Community Foundation Fund Forest Grove Library Foundation Fund Bradley-Angle House Endowment Fund Coyote Trails School of Nature Endowment Fund Fossil School District 21J Fund Britt Endowment Fund Crater Lake National Park Science and Learning Center Foundation for Medical Excellence Fund Endowment Fund 29 2 0 0 7 Foundation of the Rotary Club of East Portland Endowment Fund Non-profit organizations transfer their assets to OCF to establish endowment funds to provide support for their annual operational needs. Endowment Fund McKenzie River Trust Conservation Easement Fund Bertha Hunter Scholarship Endowment Fund Mediation Works Endowment Fund Freedom House of The Dalles Endowment Fund Independent Living Resources Endowment Fund Metropolitan Family Services Fund Friendly House Fund for the Future J Bar J Youth Services Endowment Fund Metropolitan Family Services Endowment Fund Friends of Crook County Library Endowment Fund Jackson County Library Foundation Endowment Fund Mid-Willamette Family YMCA Foundation Friends of Forest Park Endowment Fund Jefferson County Library Endowment Foundation Fund Friends of the Sisters Library Endowment Fund JPR Foundation Endowment Fund Mission Mill Museum Association Endowment Fund Friends of Tryon Creek State Park Endowment Fund Juliette’s House Foundation Trust Fund Endowment Fund Monmouth-Independence Community Foundation Gales Creek Camp Endowment Fund Junior Achievement-Columbia Empire Endowment Fund Ruel D. Gierhart Eugene Public Library Permanent Junior League of Portland Endowment Fund Mount Pisgah Arboretum Endowment Fund Endowment Fund Endowment Fund KBOO/Nathan and Alan Baily Endowment Fund Mt. Angel Community Fund A.C. Gilbert’s Discovery Village Endowment Fund KBPS Public Radio Foundation Endowment Fund Multnomah Athletic Foundation Fund Girl Scouts of Western Rivers Endowment Fund The Kids Center Endowment Fund My Sisters’ Place Endowment Fund Girl Scouts of Winema Council Endowment Fund Klamath County Museum Foundation Endowment Fund New Directions Northwest Endowment Fund Leonard K. and Vivian Goodwin Endowment Fund for Klamath Ice Sports Endowment Fund Newman Foundation of OSU Endowment Fund La Clinica del Valle Endowment Fund Newport Boosters Club, Inc. Endowment Fund Grande Ronde Hospital Foundation Endowment Fund La Grande Community Library Fund Newport Public Library Foundation Endowment Fund Grande Ronde Hospital, Inc. Endowment Fund Lake County Oregon Museum Endowment Fund North Willamette Valley Habitat for Humanity Greenhill Humane Society Endowment Fund Lake Oswego Adult Community Center Endowment Fund Gresham-Barlow Education Foundation Fund Lake Oswego Public Library Fund Northwest Youth Corps Tuition Assistance Fund Guide Dogs for the Blind Endowment Fund Leach Botanical Garden Fund OASIS/Eugene-Springfield Endowment Legacy Fund Hands on Portland Endowment Fund League of Women Voters of Oregon Annabel Kitzhaber OCF/OSAC Partners in Education Endowment Fund Safari Game Search Foundation Harney County Dollars for Scholars Foundation Endowment Fund Harney County Historical Society Fund Harney County Library Claire McGill Luce Endowment Fund Head Start of Yamhill County Endowment Fund Healing Reins Therapeutic Riding Center Endowment Fund Hearing and Speech Institute Endowment Fund Hermiston Public Library Endowment Fund Education Endowment Fund Lincoln High School Alumni Association Endowment Fund Endowment Fund The Old Church Society, Inc. Fund Open Adoption & Family Services Endowment Fund Order of the Antelope Foundation Endowment Fund Linn County Historical Museum Trust Endowment Fund Oregon Access to Justice Endowment Fund Linn-Benton Community College Foundation Oregon Agricultural Education Foundation Endowment Fund Endowment Fund Living Opportunities Endowment Fund Oregon Animal Health Fund Loaves & Fishes Centers Endowment Fund Oregon Coast Community College Foundation Looking Glass Youth & Family Services, Inc. Endowment Fund High Desert Museum Endowment Fund Lovejoy Hospice Endowment Fund Hillsboro Schools Foundation Fund Marion-Polk Food Share Endowment Fund Lesta Hoel Endowment Fund Marshfield High School Scholarship Endowment Fund Home Life Endowment Fund Stan and Rose Olberg Scholarship Subfund of the Student/College Advancement Fund Oregon Coast Council for the Arts – Stan Green Arts and Education Fund Oregon Coast Council for the Arts - Jo Maitland and Frank Geltner Endowment Fund Oregon College of Art & Craft Endowment Fund Hospice of Redmond Legacy Fund Marshfield High School Scholarship Oregon Country Fair Endowment Fund HospiceCenter Endowment Fund Endowment Fund Oregon Death with Dignity Legal Defense and Education Hoyt Arboretum Endowment Fund Albert L. Pranatis Scholarship Subfund of the Oregon Disaster Medical Team Endowment Fund Endowment Fund Oregon Education Association Foundation Scholarship Fund 30 Center Endowment Fund Marshfield High School Scholarship Marshfield High School Vocational/Technical The OCF Funds Mary’s Woods Depreciation Fund Four Rivers Cultural Center Endowment Fund Endowment Fund Endowment Partners Fund Hunger Prevention Coalition of Central Oregon Endowment Fund Oregon Food Bank Endowment Fund SafeHaven Humane Society Endowment Fund Oregon Friends of C.G. Jung Endowment Fund Salem’s Riverfront Carousel Endowment Fund Oregon Head Start Association Endowment Fund Saving Grace Endowment Fund Sunshine Division Endowment Fund Fund Oregon Historical Society Endowment Fund Scio Youth Club/Menhart Endowment Fund Sweet Home Community Foundation Endowment Fund Oregon Humane Society Endowment Fund Shedd Institute for the Arts Endowment Fund for Tamástslikt Treasures Fund Oregon Korea Foundation Fund Education Sunset Empire Park & Recreation District Foundation Fund Tamastslikt Trust Fund Oregon Military Museum Foundation Building Fund ShelterCare Foundation Fund Terwilliger Plaza Foundation Fund Oregon Minority Lawyers Association Endowment Fund The Doyle and Donna Shepherd Fund for Cottage Grove Transition Projects Inc. Endowment Fund Oregon Natural Desert Association Endowment Fund Hospital Expansion Trillium Family Services Foundation Endowment Fund Oregon Parks Foundation Fund Sherman County Historical Society Endowment Fund Trinity Episcopal Church Foundation Endowment Fund Oregon Research Institute Fund Sigma XI MacCannell Endowment Fund Trinity United Methodist Church Endowment Fund Oregon Science Fiction Convention Endowment Fund Silverton Hospital Foundation Endowment Fund Troutdale Historical Society Endowment Fund Oregon Symphony Association in Salem Endowment Fund Silverton Rotary Club Endowment Fund Umpqua Community Action Network Endowment Fund Oregon Trout Endowment Fund Sisters Kiwanis Community Service Foundation Fund Umpqua Valley Arts Association Endowment Fund Oregon Wildlife Heritage Foundation Endowment Fund SMART Legacy Fund United Way of Deschutes County Community Endowment Oregon Writers’ Endowment Fund So Hum Foundation Endowment Fund United Way of Deschutes County Endowment Fund Oswego Heritage Council Endowment Fund Society of St. Vincent de Paul, Rogue Valley District United Way of Jackson County Endowment Fund Alice Ott Endowment Fund Council Endowment Fund Pacific Northwest Truck Museum Endowment Fund SOLV Endowment Fund Pacific Rivers Council Endowment Fund Soroptimist International of La Grande Foundation Pearl Buck Center Incorporated Endowment Fund Pendleton Foundation Trust Endowment Fund Pentacle Theatre Endowment Fund Philomath Youth Activities Club Endowment Fund Pioneer Courthouse Square Endowment Fund Planned Parenthood Health Services of Southwestern Oregon Fund Planned Parenthood of the Columbia/Willamette Endowment Fund Endowment Fund South Morrow County Scholarship Trust Endowment Fund South Tillamook Library Club Maintenance Endowment Fund United Way of Lane County Endowment Fund United Way of The Columbia Willamette Endowment Fund Urban League of Portland Endowment Fund Valley Art Association Endowment Fund Ralph and Rose C. Valpiani Cheetah Programs Endowment Fund Vermont Hills United Methodist Church Fund Southern Oregon Humane Society Endowment Fund Vintage Trolley Inc. Endowment Fund The Southern Willamette Services Corporation Vision Northwest Endowment Fund Endowment Fund Southwestern Oregon Cultural Heritage Endowment Fund Wallowa Band Nez Perce Trail Interpretive Center Endowment Fund Portland Civic Theatre Guild Fund Springfield Rotary Scholarship Fund Wallowa School Foundation Endowment Fund Portland Mountain Rescue Endowment Fund St. Andrew Nativity School Fund Wallowa Senior Center Advisory Group Fund Portland Schools Foundation Endowment Fund St. Mark’s Endowment Trust Fund Wallowa Valley Health Care Foundation Endowment Fund Portland Rotary Charitable Trust Fund St. Mary’s Episcopal Church Endowment Fund Washington County Hospice Foundation Portland Symphonic Choir Endowment Fund Steinway Endowment Fund of the Eugene Symphony Powers Community Scholarship Endowment Fund Relief Nursery Endowment Fund RiverBend Youth Center Endowment Fund Association Structural Engineers Association of Oregon Scholarship Foundation Endowment Fund Ashland YMCA Endowment Fund Western Environmental Law Center Endowment Fund The Wetlands Conservancy Endowment Fund Wildlife Images Endowment Fund Rogue Valley Art Association Endowment Fund Sunriver Music Festival Endowment Fund World Forestry Center Fund Rogue Valley Symphony Endowment Fund Sunriver Nature Center Capital Fund YMCA of Columbia-Willamette Endowment Fund Rose Villa Foundation Endowment Fund Sunriver Nature Center Endowment Fund Youth Symphony of Southern Oregon Endowment Fund Rotary Club of Bandon-By-The-Sea Endowment Fund YWCA of Greater Portland Endowment Fund Rotary Club of Central Point Scholarship Trust Zonta Service Foundation of Corvallis Fund Endowment Fund 31 2 0 0 7 $ 1,174,265 The Oregon Fund Step-Up Funds: (Donors to these funds have entered into an agreement to build a named permanent fund over time.) The Oregon Fund Receives gifts or bequests in any amount and makes grants for general charitable purposes in the state of Oregon. The Oregon Scholarship Fund Accepts gifts or bequests in any amount. This fund makes scholarships available to graduates of all Oregon high schools. The OCF Funds Anonymous Fund #40 E. J. Badger Fund Theodore P. and Jean B. Barss Family Fund Harriet Carpenter and Anita Pace Charitable Fund Cogdall Family Fund Evergreen Fund Eva and Gabriel Ganje Family Fund His Hands Reaching Fund Wilbur and Lela Jackson Family Fund Kiilsgaard-Greene Fund Elizabeth Kirk-Fulton Fund Levers-Manhart Charitable Fund Mary L. Lowry and Marylee A. Lowry Memorial Fund NATIVES Program Education Resources Center Fund Ozbeam Fund Roberta Memorial Fund Elizabeth A. Saunders Fund Robert and Clella Thomas Family Fund Peter and Suzanne Spitler Thompson Step-Up Fund Laurie Weiss Fund Youth Suicide Prevention Fund in Memory of Jason Daniel Sweeney Contributions of $1,000 or more have been made by or in memory of the following individuals: Roger Ahlbrandt Raymond M. Alexander Lacey Smith Allen Lawrence Baron Roger Breezley Nancy Chaillé Harold Chaillé William J. Collins Abraham Feitelson Garry Fritz Maurice O. Georges Frederick C. Goeth Harley Thomas Hannan Heathman Hotel Mick and Judy Humphries Samuel S. Johnson Evelyn L. Jones Ogden and Marjorie Kellogg Grace Knopp Hilda Lenske Caroline Lobitz Edward W. Ned Look Memorial Tony and Janice Marquis 32 Sir James McDonald Grace V. Merrill Anne K. Millis Jonathan Maroney and Amy Wilson Dean Papé Anita M. and Taylor Pipes C.E. and Dorthea J. Rawlinson Vera Schultz Stuart Shelk Ella Skinner Memorial Vera L. Smith Richard M. Stanton John J. and Anna L. Stephens Bruce Stevenson Dr. John L. Stevenson Memorial William Swindells, Sr. Melody Teppola William and Angela Thorndike, Jr. Jack and Grace Walker Jack Warren Rob Warren William S. Tiger Warren Peter and Aira Williams $685,688 The Oregon Scholarship Fund Step-Up Funds: (Donors to these funds have entered into an agreement to build a named permanent fund over time.) James M. Johnson, Sr. Memorial Educational Fund Erin L. Tureck Memorial Scholarship Fund Contributions of $1,000 or more: Elizabeth Campbell Trust Craig L. Clark Trust Bob and Ann Dannenhoffer Judith Folliard Duncan Betsy Elizabeth Hauge Fund John and Norma Lienkaemper Helen Ligouri David Massee A. Ted and Doris E. Nelson Fund Dr. Franz and Kathryn Stenzel Fund The Summerville Fund William and Angela Thorndike, Jr. Russell Wallbridge Fund Janet Webster Administrative Endowment $9,455,478 Administration – Operating Fund Raymond M. Alexander Memorial Fund Grace W. Bascom Fund John and Carol Hampton Administrative Fund Supporting Foundations $56,687,858 (Foundations which support OCF’s charitable purposes) Sid and Karen DeBoer Foundation (Advised) Peter W. Stott Foundation (Advised) OCF Joseph E. Weston Public Foundation (Advised) Weston Public Foundation Charitable Trust (Advised) Wieden Family Public Foundation (Advised) Total Charitable Funds* $ 1,112,970,893 *Current Funds Agency Partners Funds Not Included in Net Assets Deferred Gifts and Contributions Receivable $1,112,970,893 (142,516,537) 49,070,178 Total Net Assets $1,019,524,534 The Oregon Society The OCF board has created the Oregon Society to honor those who have named OCF in their estate plans, either by will designation or through a trust or other deferred gift. These gifts are of inestimable importance to the future health of our state and our communities. The following individuals have given us permission to publicly recognize their thoughtful generosity. Others have requested that their names remain confidential. As we establish The Oregon Society, it is important that we become aware of persons who have named OCF in their estate plans so that we can invite them to lend their public support to leaving a legacy. Robert and Bonnie Acker Jennifer H. Allen and B. Wayne Luscombe James and Darlene Allison Wayne Alper and Virginia Krueger-Alper Rex and Diane Amos Jeff and Debbie Andrews John and Susan Appel Jeanne I. Arbow Rhea Arthur E. J. Badger Darrel and Barbara Baker Dean and Betty Baker Clinton L. Basey Robert and Barbara Bean John and Patricia Beckman Charles and Norma Beek K. Joan Bergin Judith A. Black Doug Blair George Blankenship and Rev. Shereda Benfield Henry and Gerel Blauer Tom and Arlene Bolton Marty and Kay Brantley William and Joyce Briggs Lawrence Brown Philip F. Brown Allan D. Bruckner Chuck and Peggy Brummel Pauline Bryan Sonia Buist, MD Carol Campbell Roger and Jan Capps Joe Ann Carnes Richard and Linda Carney Courtland F. Carrier, III Rufus and Carol Cate Edward Cauduro Gregory A. Chaillé Christine Chaillé Marjorie Chandler Mike and Simone Chilton Chester and Mary Clark Christi A. Clark Scott and Tracy Clark Jolie Cobbs Nonnie Cole James and Verdell Coleman Pat Collins Betty and John Compton Kathleen Cornett and Stephen Grove J.A. and Phyllis Courtney Tom and Jan Cowling Michael and Christine Crossland Gary and Cheryl Davis Gary and Shirley DeVos Howard N. Dietrich Clyde and Jerrine Doctor Ken Doerfler Leslie J. and Anne Page Dos Reis Jean Doyle Judi Drais Robert and Georgina Dubay Mary Duby Honderich Stuart Durkheimer Bill and Karen Early Alan Evans Davis Evans Dr. Carol Fellows William S. Findlay William L. Flatt John and Lynne Forsyth Joyce Freeman Timothy and Jeanne Freeman Charles C. Frei William H. Gardner Scott and Pamela Gibson Klaus and Dorlene Gielisch Ted Gilbert Kit Gillem and Deborah Horrell Lyn Godsey Laura L. Good Eric and Tamie Goranson Douglas and JoAnn Gordenier Grandmother’s Legacy Fund John Gray James and Deborah Greear Carolyn Groves Inge Gruber David and Marlene Guasco Lester and Elizabeth Gunther Charles Guzis and Miriam St. Clair Maureen Lee Hallmark Sue Halton Fred and Susan Hamlin Carol Hampton Harold and Sally Hart Chris Haubrich and Mary Kutz Michael and Eileen Heaton Michael E. Henningsen, Sr. Lyn and Reeve Hennion Charles and Ruby Henry Dorothy M. Hermens Carol C. Herron Jeannette Hofer Ecotrust, Portland Charles and Pamela Hoffmeister Sue Hollern Judge Ralph Holman, Ret. Thomas W. Holman, Sr. Margaret E. Hull Charles and Lynn Humble Clement and Phyllis Hunter Bill and Becky Huntting Yvonne M. Huson M. Stephenson Jones Judy Carlson Kelley Michael Kem Harry and Marguerite Kendall Peter Kendall Robert Kendall Bruce Kerr Shelley King Ron and Linda Klein Jeanette and Ken Knott Karen and Wilmar Kohne Walter and Marija Kuzman David and Marjorie Lau Emmy M. Lawrence Richard Leonetti and Shannon Moon Leonetti Joan Levers & David Manhart Elizabeth Lewis Charles J. Liming and John T. Ulmer Eric and Holly Lindauer Mary A. Lockhart Richard Long If you have included a bequest or other planned gift to OCF in your charitable plans and would like to be added to the Oregon Society, please call or write OCF. Those who are considering leaving charitable legacies through OCF should contact us to discuss the best ways to accomplish their charitable goals. 33 2 0 0 7 The Oregon Society One Day in Oregon Greg and Kathy Love Drs. Robert Lowe and Michelle Berlin-Lowe Barbara and Larry Lund John Madison Shirley Malcolm Neil and Joan Malling Patrick and Nan Tupper Malone Tom and Carolyn Maresh William and Mary Marquess D. Anthony and Janice Marquis Bob and Judy McDermott Weir McDonald Paul and Sheila McMahon Arthur and Aileen McNett Violet Bottroff McNett Barbara Mendius Brad and Janet Mersereau Miles and Elizabeth Merwin Allan Metcalf Ernest Alan and Barbara Park Meyer Jack and Kate Mills Frank and Marlene Moore H. Virginia Moore Linda Jackson Moore Bob and Carol Mulligan Dr. James and Marilyn Murdock Dr. Cheryl Neal Klaus and Mary Neuendorf Ronald D. Nordeen Northwest Natural Gas Jerry and Corrine Nothman Robert H. Noyes, Jr. Ze’ev and Miriam Orzech Robert and Patricia Patterson Bradford N. and Joan H. Pease Randall and Sali Peckham Stephen and M. Ruth Popp Sue D. Porter G. Wesley and Gail Post Hope Hughes Pressman Christy Rainey Mark A. Rauch Dick and Edna Ray Michael V. Reed Pamela Reeves Patricia Rehm Richard Robinson Gary and Christine Rood Betsy Russell Luwayne E. Sammons Betty Kay Sanchez Mac L. Sawyer Doris and Bill Scharpf Chester and Hannah Schink 34 Robert and Marianne Schug William C. Scott Dr. Stacy Sharlet Yuchung Sherry Sheng Donna Shepherd Alberta Shindler Eva H. Slinker Dianna and Kevin Smiley Mrs. Earl Smith Richard and Harriet Smith Herbert Spady Janice M. Spencer Suzanne Spitler Thompson Jane Stevens William H. and Cathy A. Stoller Russ and Janice Story Jack Stout Cecelia S. Stuckart Bonnie Sulmonetti Charles Swindells George Swindells William Thorndike, Jr. and Angela Thorndike Ronald Timpe and Ivy Lenz Timpe Rev. C.K. and Alice Trewhella Michael Trigoboff and Patricia Leonard Peter and Lynda Truitt Barbara Tyler and John McKay John Wm. Unruh, MD David and Christine Vernier John K. Vitas Spike Wadsworth Richard Waldo John and Helen Warner William and Barbara Warner Ed and Mary Watson John and Elizabeth Watson Janet Webster Henry A. and Janet F. Weitz Gerald E. and Shirley Westersund Joseph E. Weston Mason and Alice White Ben and Elaine Whiteley Tom and Carol Williams Millicent Williamson Charles Womer Carlton and Joy Woodard Casey and Cyd Woodard Robert Wulf Dr. Suzanne L. Younge, PhD. Allan Zee and Judith Chambliss Publications The following are published by The Oregon Community Foundation and available upon request. You can also locate many of these publications on our website at www.ocf 1.org. I Advised Funds Handbook I Annual Report I Better Nursing Home Care Fund Brochure I Community Grants Program Guidelines I Education Program Brochure I Deferred Giving Brochure I Family Philanthropy Brochure I Giving in Oregon 2008 Report I Guide to Giving I Newsletter – Quarterly I Northeast Oregon Heritage Fund Brochure I Professional Advisors Guide to Charitable Giving I Roscoe C. Nelson, Jr. Fund for Pro Bono Legal Services to the Poor Brochure I Scholarship Brochure OCF Volunteers Over 900 volunteers give of themselves throughout the year to OCF. Community members from across the state help by evaluating grant applications, serving on various advisory councils and providing oversight to all OCF funded programs. We thank them for the time and dedication they provide to make OCF a valuable resource for Oregon. ARTS FOUNDATION OF WESTERN OREGON FUND Promotes the performing, visual and literary arts in Lane County, Oregon Sue Keene, Chair Eugene Alan Evans Eugene Bridget Baker Kincaid Eugene Gretchen Hult Pierce Eugene Lynn Schoenfeld Eugene Randall Stender Eugene Silva Sullivan Eugene NILS AND JEWEL HULT ENDOWMENT COMMITTEE OF ARTS FOUNDATION OF WESTERN OREGON FUND To encourage and assist with performances at the Hult Center for the Performing Arts in Eugene, Oregon Dorothy Velasco, Chair Springfield Caitriona Bolster Eugene Rosaria Haugland Eugene Gretchen Hult Pierce Eugene Sue Keene Eugene Roger Saydack Eugene John Watkinson Eugene SILVA ENDOWMENT COMMITTEE OF ARTS FOUNDATION OF WESTERN OREGON FUND Supports performing arts groups that are resident companies of the Hult Center for the Performing Arts Casey Woodard, Chair Eugene Irene Alltucker Eugene Nancy Hughes Eugene James Korfhage Eugene Carolyn Kranzler Eugene Don Lutes (deceased) Springfield Jeremy Nissel Eugene Jim Origliosso Eugene Lynn Schoenfeld Eugene Silva Sullivan Eugene BISHOP/FENTRESS COMMITTEE OF ARTS FOUNDATION OF WESTERN OREGON FUND To help fund the annual Eugene Arts and Letters Awards Alice Parman, Chair Eugene Doug Blandy Eugene Anne Carter Eugene Dottie Chase Cecelia Hagen Darrel Kau Sue Keene Hue-Ping Lin Steve Stone Eugene Eugene Eugene Eugene Eugene Eugene VAN EVERA AND JANET M. BAILEY FUND For the preservation and betterment of the art and science of architecture in the state of Oregon Dennis Cusack Portland Susan Emmons Portland Jane Jarrett Portland Tad Savinar Portland Michael Sestric Portland Kathy Shaloo Berg Portland BETTER NURSING HOME CARE FUND For programs designed to ensure better care for nursing home residents in the state of Oregon Ruth Alltucker Shepherd Salem May Dasch Philomath Penny Davis Portland Linda Kaeser Portland Joy Spalding Portland BONNIE BRONSON FUND For fellowships and for other special projects relating to the life and work of Bonnie Bronson Christine Bourdette Portland Dave Bronson Hood River Terri Hopkins Portland Lee Kelly Oregon City Kassandra Kelly Oregon City Christopher Rauschenberg Portland Joan Shipley Portland Stephanie Snyder Portland Scott Sonniksen Portland CITIZENS FOR THE MEMORIAL OF TOM MCCALL FUND For the commission of a memorial for former Oregon Governor Tom McCall Former Gov. Cecil D. Andrus, Honorary Co-Chair Idaho Former Gov. Dan Evans Honorary Co-Chair Washington Norma Paulus, Chair Brian Booth Gretchen Brooks Darrel Buttice Steve Greenwood Jack McGowan Chet Orloff Doris Penwell Sandra Suran Senator Jackie Winters Portland Portland Portland Portland Portland Portland Portland Salem Wilsonville Salem CYCLE OREGON FUND Provides funding for projects in communities and parks along the Cycle Oregon routes John Blackwell Portland Shelley Briggs Loosley Roseburg Mia Burke Portland Catherine Ciarlo Portland Trina Denson Portland Nels Gabbert Portland Jay Graves Portland Sally Leneve Durham Jonathan Nicholas Portland Jerry Norquist Portland Karleanne Rogers Portland DENTAL FOUNDATION OF OREGON To improve the health of Oregonians, promote the art and science of dentistry, and encourage and provide dental education Patrick Nearing D.M.D., President La Grande Rickland Asai D.M.D. Portland Kenneth Berg D.M.D. Wilsonville George Darke D.D.S. Vancouver, WA Westin Heringer, Jr. D.M.D. Salem Robert Gootee Portland Michael Goger D.M.D. Albany Keith Lovett West Linn Marta Monetti Portland Steven Simmons D.M.D. Portland William Zepp C.A.E. Wilsonville DOUGLAS COMMUNITY FUND For charitable purposes in Douglas County, Oregon John Blodgett Glide Jim Edwards Roseburg Milton Herbert Janet Morse John Pardon Jack Snodgrass Donna Watkins Scott Woodruff Riddle Roseburg Roseburg Roseburg Roseburg Roseburg EDUCATION COMMITTEE Oversees OCF’s education programs and initiatives, including early childhood development and access to higher education. Joyce Furman Portland Scott Gibson Portland Peter Hayes Portland Bruce Kelley Eugene Karen Kelley Columbia, MO Linda Moore Bend EUGENE FEDERAL COURTHOUSE EDUCATION FUND A fund to help transport students to the federal courthouse in Eugene, Oregon for educational tours and talks on the Oregon justice system Ruby Brockett Eugene Jeannine Gonyea Eugene Debby Walker Eugene FISH Food Pantry, Roseburg GIVING IN OREGON COUNCIL Established in 1996 with the goal of acknowledging the essential role that philanthropy plays throughout Oregon and to promote increased giving Sally McCracken, Chair Portland Steven Holwerda Portland Sharon Kitzhaber Portland John Korb Portland Eli Lamb Portland Ross Laybourn Portland Kenneth Lewis Portland Lynn Loacker Portland Andy Nelson Portland William Swindells Portland Jeffrey Thede Portland Julie Vigeland Portland Duncan Wyse Portland Gregory Chaillé Portland Kathleen Cornett Portland 35 2 0 0 7 GOLD BEACH COMMUNITY FUND For general charitable purposes principally in Gold Beach, Oregon David Allen Brookings Becky Atherton Gold Beach Bryan Little Gold Beach Ken McCune Gold Beach Pattie Slagle Gold Beach John Spicer Gold Beach Bill Swartz Gold Beach Dale Thomas Wedderburn OCF Volunteers Scholarship Advisory Committees Thanks to the involvement of over 600 Scholarship Selection Committee volunteers, in 2007 OCF awarded $3.8 million in scholarships to approximately 2,000 students. OCF’s statewide scholarship program is one of the largest programs of its kind in the country. One Day in Oregon JANE HIGDON MEMORIAL FUND COMMITTEE Supports organizations that empower young women to pursue healthy, active lifestyles and achieve academic excellence. Dwight Collins Eugene Tom Jefferson Eugene Susanna Julber Bend Nancy Waggoner Eugene Susan Walsh Eugene LILJA FAMILY FUND COMMITTEE For Southern Douglas County with particular emphasis on the Canyonville, Oregon area Debbie Bixby Riddle David Briggs Myrtle Creek Tracy Briggs Myrtle Creek Linda Lilja Scranton, KS Carol Lilja Salmans Wichita, KS Carma Mornarich Roseburg Jeffrey Mornarich Roseburg J. William Neuner Roseburg Ronald Yockim Roseburg MARKETING COMMITTEE Phil Brown Ted Gilbert Debby Kennedy Lynn Loacker Sally McCracken Anne Munch Penny Serrurier Ivy Lenz Timpe Portland Portland Portland Portland Portland Portland Portland Vancouver, WA ROSCOE NELSON, JR. FUND FOR PRO BONO LAW SERVICE TO THE POOR To provide civil/non-criminal legal service to the needy within Multnomah County, Oregon Jane Angus Lake Oswego Rosalind Babener Portland Richard C. Baldwin Portland Judy Edwards Portland Leslie Kay Portland Cathy Keenan Portland Madeline B. Nelson Portland Roscoe C. Nelson III Portland 36 NOMINATING ADVISORY GROUP Gordon Black Bend Kandis Nunn Portland John Byrne Corvallis Michael Forrester Salem Stuart Foster Medford Harriett Isom Echo Bryan Johnston Salem Sue Keene Eugene Frank Lamb Hermiston Luis Machuca Hillsboro Patti Moss Bend Tom Neilsen Salem Anna Peterson Salem Patsy Smullin Medford John Sweet Coos Bay William R. Swindells Portland William Thorndike, Jr. Medford Kay Toran Portland Dr. Charles Walker Neskowin Carolyn Winter Portland Duncan Wyse Portland NORTHWEST NEIGHBORHOOD PARKS AND RECREATION FUND For the capital development and renovation of parks and recreational facilities in the Northwest sector of Portland Elizabeth Abbey Portland Pamela Ake Portland Maureen Bradley Portland Barbara Clark Portland Judy Johnson-Bari Clackamas Barbara Schwartz Portland Scott Siebert Portland Randy Weisberg Portland OREGON ARTS HERITAGE ENDOWMENT FUND INVESTMENT ADVISORY COMMITTEE To further the purposes of the Oregon Symphony Association, the Portland Art Museum, and the Portland Opera Association Bernie Kronberger Portland Eric Lindauer Salem Pat Ritz Tualatin Karl Smith Portland Bob Wulf Neskowin OREGON HISTORIC TRAILS FUND For eligible projects or programs related to Oregon Historic Trails areas Wendell Baskins Oregon City Roger Blair Pendleton Mary Bywater Cross Portland Connie Colton Baker City Leta Neiderheiser Grants Pass Sam Pambrun Adams Jim Renner Molalla JOHN SERBU YOUTH CAMPUS FUND For youth substance abuse interdiction and prevention services through the John Serbu Youth Campus in Eugene Nila Bates Springfield Dennis Collis Eugene Rod Gillilan Eugene Barry Rubenstein Eugene Grace Serbu Eugene SOCIAL VENTURE PARTNERS BOARD OF DIRECTORS Rance Gregory Valerie Ilsley Rupa Jack Joel Kaplan Ralph Leftwich Dave Smith Drew Smith Les Soltesz Laurie Weiss Portland Portland Portland Portland Portland Portland Wilsonville Portland Corneliu THE EUGENE VETERANS MEMORIAL PARK FUND For the maintenance and preservation of the Veterans Memorial on Skinner’s Butte in Eugene Thomas Hoyt Eugene Jeffrey Miller Eugene Jennifer Solomon Eugene NELLIE THOLEN FUND For piano teachers to improve their teaching abilities and methods Judith Hylton Portland Margaret Littlehales Bend Doris Sjolund Medford Geneva Wright Hillsboro THE REED AND CAROLEE WALKER FUND ADVISORY COMMITTEE For children and families in need in Jackson County, Oregon Jack Davis Ashland Matt Epstein Jacksonville Linda Evans Medford Mindy Ferris Ashland Jon Gell Medford Lyn Hennion Medford Sue Naumes Medford Peter Sage Medford VOLUNTEER GRANT EVALUATORS Northwest Region Sharon Brenner Portland Doris Carlsen Portland Carl Farrington Portland Allyson Ford West Linn Gwen Harper Portland Allyson Harris Portland Lynnette Houghton Portland Susheela Jayapal Portland Deborah Johnson Portland Kevin Johnson Portland Jennifer MacNichol Portland Mary Louise McClintock Portland Lora Meyer Portland Tom Neilsen Portland Francis FX Rosica Portland Judith Woo Poutasse Lake Oswego Southern Region Pat Ashley Eagle Point Rob Cain Ashland John Forsyth Medford Karen Foster Medford Bob Grindstaff Medford Roberta Hall Glide Jacob Herring Ashland Tom Hilton Medford Timothy Jackle Medford Sheila Kimball Medford Debra FJ Lee Medford Bonnie Leonard Roseburg Marjorie Lininger Ashland Susan McLaughlin Lake of the Woods Don McLaughlin Lake of the Woods Karla Roady Roseburg Lynn Sjolund Medford Roger Stokes Medford Willamette Valley Region Pat Abeene Salem Judith Boyd Salem Mike Chilton Turner Judy Cunningham Cottage Grove Laurel Fisher Eugene Bonnie Henderson Eugene Lorie Lind Eugene Brena Moyer Lopez Salem Alice Rampton Corvallis Nancy Webber Eugene Bruce Wulf Salem Paul Wulf Salem Central Howard Finck Sunriver John McLaughlin Bend Barbara Rumer Bend Judith Thornburg Bend Roberta Wood Sisters Coast Shelley Johnson North Bend Barb Kronsteiner North Bend Administrative Fund Contributions The Administrative Fund enables OCF to continue its mission for Oregon. This fund provides the financial resources to reach all communities in Oregon. The following is a list of supporters who contributed to the Administrative Fund from January 1, 2007 to December 31, 2007. Please join with us in 2008 to increase philanthropy in Oregon. GUARANTOR $1,000+ A-Dec Incorporated JP and Sheryll Aleskus Charles Allis Anonymous Fund #17 Associated Business Systems Philip and Florence Barnhart Frank Bauman Patricia H. and John C. Beckman Fund Bowerman Family Fund Philip and Barbara Brown James E. and Jane T. Bryson III Fund Judy Carlson Kelley Nancy Chaillé Bob and Yvette Chandler Family Fund Columbia Forest Products Steve and Susan Corey Crane Creek Family Fund Anne F. Crumpacker Sid and Karen DeBoer Foundation Scott and Pamela Gibson Family Fund John Gray Charitable Fund Hampton Affiliates Hennion Family Fund Jeannette Hofer Eric and Ronna Hoffman Sue and Mike Hollern Hood River Distillers, Inc. Kristayani and Jerry Jones Fund Mr. and Mrs. Michael L. Keiser Fund Keller Foundation Keller Fund Lora L. & Martin N. Kelley Family Foundation Trust Kerr Pacific Corporation Jim and Judy Knapp Gary Leaverton Wes Lematta Eric and Hollie Lindauer Fund Lynn and Jack Loacker John W. Madison Mary and Pete Mark Sally and Paul McCracken Robert McMahon Fund Lora and Jim Meyer Linda and Craig Moore Nathan Family Charitable Fund Jerry Nothman NW Natural Richard G. Reiten Leadership Fund The Papé Group, Inc. Eric and Janet Parsons Random Lengths William and Nancy Rosenfeld Fund Susan Rosenthal Schamp Family Fund Doris M. Scharpf Robert and Janice Schock Fund Bond Starker Cornelia and William T.C. Stevens George Swindells Kenneth and Marta Jo Thrasher John K. Vitas and Pat Towle Fund Tumac Lumber Company Fund Jan and Jody Ward Janet Webster Fund William W. and Patricia L. Wessinger Fund OCF Joseph E. Weston Public Foundation Benjamin R. and Elaine M. Whiteley Fund Mary and Brett Wilcox Carol and Tom Williams Donna P. Woolley Thomas Wrightson Fund The Wyss Foundation BENEFACTOR $500+ Anonymous Antoinette K. Arenz Gregory Bauch and Austin Moller Robert H. and Barbara S. Bean Fund Alan and Deborah Bennett J & S Bishop Fund Peter Bishop Fund Ron and Cleve Boehi Brian G. Booth Jay and Teresa Bowerman Harold and Judith Boyd John W. Broome Phyllis G. Burns John and Joan Casey Gregory A. Chaillé Rebecca M. Chao Jean and Jim Curran Sharon T. Douglas Mr. and Mrs. Franklin Drake Margueritte Hirschbuhl Drake Fund Cecil W. and Sally Anne Drinkward Fund Drummond Family Fund Gerda A. Eiseman John and Jane Emrick Michael and Pamela Forrester Ted and Diana Freres Evelyn Georges Kit Gillem and Deborah Horrell John and Lari Hodecker Family Fund Hult and Associates, LLC Ray and Barbara Kauer Jeanette and Kenneth Knott Mr. and Mrs. Joseph A. Labadie Ross and Mary Lou Laybourn Kenneth and Colleen Lewis Fund M. James Mark McMurchie Family Fund Timothy and Jo Ann McQueary Laura Meier Edith H. Miller James C. Milne Sue O’Halloran and Allan Richard Milo and Beverly Ormseth Pendleton Woolen Mills Hope Hughes Pressman Fund Si and Shirley Reedy Dorothy and Gene Schoder John and Linda Shelk Pauline C. Shelk John and Joan Shipley Shortstop LLC Marty and Mary Lou Smith Joan and John Staunton Mark W. Teppola Don and Judith Thornburg Thorndike Family Rogue Valley Fund Ronald and Ivy Lenz Timpe Mrs. Moe M. Tonkon Fund Elizabeth Wessinger Christopher and Priscilla Williams Fund Karin S. and William Wright PATRON $250+ Frank and Dorothy Anderson Richard Atiyeh Ray and Jean Auel Arthur E. Bailey Ted and Marie Baker Gilbert L. Beck David E. and Mary C. Becker Fund Sarah Behrman and Francis Rosica George and Vallistyne Bell George Blankenship and Shereda Benfield Gordon and Roz Black Sara and Jonathan Brandt Ruby Brockett Ron and Wilda Bryant Mike Burrill Doris Carlsen Scott and Carrie Casebeer Carolyn Chambers Jean Chandler and David Jordan Marjorie Chandler Alyce R. Cheatham Family Fund Ellen A. Cougill Mary Ann David Sally S. Davis Stephen and Nancy Dudley Family Fund Bob and Kaye Eberhard Linda Evans Tom and Marilyn Fink Myron J. Fleck Gerald and Olivia Froebe Patricia Gazeley Robert D. Geddes Michele Goodman and Eric Wan Doug and JoAnn Gordenier David R. and Donna R. Hawkins Fund Richard F. Hensley Arthur and Gertrude Hetherington Self Enhancement, Inc., Portland 37 2 0 0 7 Administrative Fund One Day in Oregon Elizabeth S. Holden Don and Lynnette Houghton Robert H. and Cecelia Huntington Fund Reid Hutchins Richard and Mary Jaffe James L. Johnson Gary and Sue Kaufman Peter and Alice Koehler Kurt and Mary Koehler Roberta Konnie William and Emmy Lawrence Family Fund Debra Fe Jing Lee and Peter Sage Marcia and Thomas Lee Mr. E.K. and Mrs. Leeanne MacColl Mary Ellen and Bob McNutt Hon. Lorenzo Meija and Cristina Sanz Virgil Miller Anne Moffett and Gordon Wright Chris and Tom Neilsen John and Ginger Niemeyer Norris & Stevens, Inc. Robert H. Noyes Michael and Gloria Olds Steve and Susan Oswald Larry and Linda Pearmine Bob and Nancy Pinson John W.S. Platt Gary and Jane Powell Dr. and Mrs. Mathew Prophet Vittz-James and Elaine Ramsdell David and Eleanor Sacks Tad Savinar Peter and Barbara Schenck Susan and Peter Schneider David and Jane Schue Doyle and Donna Shepherd Foundation Julie Sterling Bob and Barre Stoll Jack and Sally Stout Sturdi-Built Manufacturing Co. Todd and Lorri Taylor Dale and Jo Ann Thomas Christine Tomlinson Ron and Marcy Tonkin David and Beth Westcott Fred Young 38 SPONSOR $100+ Jerry and Jinny Andres David and Beverly Andrews Anonymous John and Ann Bakkensen Karen J. Bassett Walter W. Bauman John and Inez Becic Mort Bishop and Mary Lang Bishop Larry and Susan Black Fred and Billie Blanchard Dr. Thomas and Mrs. Arlene Bolton Christine Bourdette and Ricardo Lovett Darleen Breezley Kandis Brewer Nunn Jacqueline B. Brown Neil and Mary Bryant Shannon Buffum George and Ruth Burlingham Dr. Scott and Glenda Burns Jean Carley Dick and Linda Carney Mr. and Mrs. Courtland Carrier Courtland T. Carrier Tom and Jan Cowling Bill and Priscilla Deatherage John S. Deeming James Diamond and Judy Rea Howard N. Dietrich Bill and June Duhaime Stuart Durkheimer Alan and Carol Eberlein Paul and Mary Ellen Ehinger Bob and Carol Engle Earl and Jane Ferguson Brian and Cathy Fleck Alyce Flitcraft and Richard Solomon Sylvia B. Gates Gaydos Churnside Balthrop Allan A. Gemmell Bob and Lesley Glasgow Genevieve (Rusty) R. Goldy Shelley and Corrie Grudin Randell and Mary Jane Guyer Mel H. Hartmeier Michael E. Henningsen Dale and Allen Hermann Thomas W. Holman Jeri Holt William and Barbara Hutchison Loren and Sally Irving Edward B. Kaye Earl and Denise Kellenbeck Aase S. Kendall Jane R. Kendall Randall and Rachael Kester Roy and Sheila Kimball Gordon and Dodie King David and Jennifer Kremers Leslie Labbe Ned and Anne Look Alicia R. MacArthur Bill and Mary Mainwaring Allan and Sally Mann Laurie McClain Peter and Jill McDonald Jean W. McHugh Ed McNamara and Andrea Vargo Victor and Toinette Menashe Robert I. Mesher John and Judy Mistkawi Bob and Bev Moody Drs. Elliot and Marlene Morrison David and Anne Munro Mary Anne Normandin Jean and Jim Pinniger Jim and Virginia Post Alice and Mark Rampton David and Janice Rianda Campbell Richardson Margret Rigby Gayle Romain Rosemarie Rosenfeld Douglass and Sandra Schmor Sherry Sheng and Spike Wadsworth Lynn and Doris Sjolund Patricia L. Smith Howard E. and Sharon G. Speer George and Molly Spencer Ethel S. Stevens Marilyn Stevenson Douglas C. Strain Glen and Melinda Sweeney Henry T. Swigert Jean Tate Neil and Virginia Taylor T. Stephen Thompson Diane Tutch Robert A. Unger Bill and Barbara Warner Betsy Warriner Gainor Wessinger Artz Jane Wilkins C. Norman Winningstad Harriet M. Winton Ennis Wuite Saul and Chris Zaik UNDERWRITER Acorn Fund Anonymous Dan and Betty Baer David and Carol Baker Ruth and John Bascom Matt C. Bissonette Jay C. Bloom Arlene Siegel Cogen and Mitchell Cogen Kathleen Cornett and Stephen Grove Selma R. Denecke Christine Dickey Paul F. Fellner Gabrielle Foulkes Forris and Joana Frick Jeffrey M. Gudman Tom and Jane Happy Thomas S. Lancefield Allan and Elizabeth Langenwalter Ron and Jewel Lansing John and Sally Lawrence Peter Nilsen Stan and Bette Ouderkirk Sam and Dorothy Pambrun Shirley V. Ray Gene and Lois Riopelle J. Paul Rowan Anthony and Adele Smith Michelle and John Sweet Patricia Swenson Chester and Elaine Timmer Beverly A. Treneman L. Mila Warn Trust Bob and Liz Warren Fund Dr. John and Libby Watson Robert L. Weil Dana M. Weiner Nancy and Dennis Wilson Gary and Kathryn Withers Fund Douglas and Roberta Wood The Oregon Community Foundation Consolidated Statement of Financial Position The Oregon Community Foundation Consolidated Statement of Activities December 31, 2007 Year Ended December 31, 2007 ASSETS Cash & cash equivalents Interest & dividends receivable Investments Unrestricted $ 24,740,411 2,208,063 1,090,684,932 Contributions receivable 17,295,754 Assets held in charitable trusts 77,226,614 Charitable gift annuity reserve 1,127,101 Program related investments 501,800 Office furnitrue & equipment, at cost, less accumulated depreciation of $592,823 Other assets Total Assets 298,266 65,757 $1,214,148,698 LIABILITIES & NET ASSETS Liabilities: Accounts payable & accrued expenses 377,642 Deferred compensation 223,192 Grants payable Liabilities under charitable gift annuities Liabilities under charitable trust agreements Funds held as Endowment Partner funds Total Liabilities 6,059,012 558,244 44,889,537 142,516,537 194,624,164 Net Assets: Unrestricted Temporarily restricted Net Assets Total Liabilities and Net Assets 969,776,566* 49,747,968 1,019,524,534 Revenues and Gains: Gifts, grants and contributions Investment income: Interest and dividends Realized gains, net Unrealized gains, net Net gains, limited partnership investments Investment expenses Total investment income Change in value of split– income agreements Other income Net assets released from restrictions Temporarily Restricted Total $112,154,376 $11,496,532 $ 123,650,908 23,468,355 26,782,521 37,908,863 16,904,720 (2,205,458) 102,859,001 — — 81,650 — — 81,650 — 3,843,845 (117,301) — 9,254,395 (9,254,395) Total revenues and gains 228,111,617 2,206,486 23,468,355 26,782,521 37,990,513 16,904,720 (2,205,458) 102,940,651 (117,301) 3,843,845 — 230,318,103 Grants and Other Expenses: Grants Fund expense Administrative Program services 50,563,627 1,530,804 5,001,736 220,213 — — — — 50,563,627** 1,530,804 5,001,736 220,213 Total grants and other expenses 57,316,380 — 57,316,380 170,795,237 798,981,329 2,206,486 47,541,482 173,001,723 846,522,811 Change in net assets Net assets, beginning of year Net assets, end of year $969,776,566 $49,747,968 $1,019,524,534 $1,214,148,698 *Endowment partners funds are OCF funds established by charitable organizations in Oregon to serve as their endowments. The Foundation maintains variance power and legal ownership of the funds and reports them as assets. In accordance with Statement of Financial Accounting Standards No. 136, a liability has been established for the fair value of the funds, which is generally equivalent to the present value of future payments expected to be made to the charitable organization. **Does not include grants totaling $5,939,408 made from Endowment Partners Funds. If you would like a copy of the financial statements audited by Deloitte & Touche LLP, please visit our website, www.ocf1.org, or call the Foundation’s Portland office, 503.227.6846. 39 2 0 0 7 OCF Professional Staff The dedication and professionalism of the OCF staff is vital for our success in helping OCF donors, volunteers and local community organizations. Development and Fund Services Advises donors about the best way to establish a fund, given the donors’ specific circumstances. They administer funds and deferred gifts held by the Foundation. Development Arlene Siegel Cogen, Charitable Gift Planner Wendy Usher, Director of Gift Planning and Outreach, Portland/Metro Region Maureen Thomas, Regional Director, North Willamette Valley Sandi Vincent, Development Coordinator Barbara Bauder, South Coast Development Officer Cristina Sanz, Charitable Gift Planner, Southern Oregon Julie Gregory, Charitable Gift Planner, Central and Eastern Oregon Jennifer Durand, Regional Office Manager, Eugene Sara Brandt, Charitable Gift Planner, Eugene David Westcott, Vice President for Development Community Benefit and Advised Funds Works with OCF volunteers throughout the state to evaluate grant and scholarship applications, oversee programs and offer advice to donors who seek the best opportunities for supporting community projects. Confirmed in Compliance with National Standards for U.S. Community Foundations not pictured Susan Schneider, Development Officer, Central Oregon Finance and Administration Ensures proper management and wise stewardship of the Foundation’s resources, assets, personnel and volunteers. They work with guidance from the OCF Board of Directors and Investment Committee. Fund S e r v i ce s Katie Breene, Fund Services Assistant Nancy Wilson, Vice President for Fund Services Valarie Rundquist, Endowment Partners Program Officer Rebecca Stewart Dubal, Fund Services Assistant Amy Reaney, Fund Services Officer One Day in Oregon 40 F i n a n ce a n d Administration Lara Utman, Donor Relations Officer, Gray Family Funds Laura Winter, Vice President for Advised Funds Jennifer Olson, Donor Relations Officer Tara Siegman, Advised Funds Associate Jan Royse, Receptionist/Administrative Assistant Suzanne Wood, Senior Accountant Hirut Yehoalashet, Senior Accountant Brenda VanKanegan, Vice President for Finance and Administration Linda Weisel, Human Resources Officer not pictured Cathy Zegar, Administrative Assistant for Finance and Administration Joan Vallejo, Communications Officer Lixin Wang, Accountant Art Frank, Technology Services Officer Cynthia Hayes, Executive Administrator Dorothy Jamison, Administrative Support Assistant Advised Funds Co m m u n i t y B e n e f i t Donna Arasin, Administrative Officer for Advised Funds Joan Kerns, Donor Relations Officer, Eugene Xantha Stringfellow, Advised Funds Associate not pictured Alisa Rivera, Hayes Donor Relations Officer Melissa Hansen, Lead Program Associate for Grants and Scholarships Jennesa Quinn, Initiatives Administrator Jeff Anderson, Senior Program Officer Megan Schumaker, Administrative Officer for Grants and Scholarships Mary Louise McClintock, Early Childhood Program Director Katie Shriver, Research Officer Pam Beaty, Administrative Assistant for Volunteers Dianne Causey, Program Associate for Grants and Scholarships Kathleen Cornett, Vice President for Programs Randy Choy, Program Officer for Education/Special Funds Jody Valente, Program Associate for Grants and Scholarships The OCF Mission The mission of The Oregon Community Foundation is to improve life in Oregon and promote effective philanthropy. To achieve this, the Foundation: Get Connected! If you are looking for more information on OCF and our work throughout the state, visit I Builds a permanent endowment for the community through the support of Oregonians I Sets high professional standards for the management of charitable gifts I Provides a broad range of giving opportunities to meet donor interests I Assesses conditions throughout the state and responds with leadership to improve these conditions our comprehensive website at www.ocf 1.org It has all the latest news, publications, grant applications, donor and professional advisor information and a list of all the contacts you need to communicate with us. I Assists and cooperates with others in the effective application of charitable resources I Shares information about its activities and philanthropic achievements with the community OCF Regional Offices Portland Co os Bay Medford 1221 SW Yamhill St., Ste. 100 Portland, OR 97205-2108 503-227-6846 915 South First St. Coos Bay, OR 97420-1401 541-269-9650 925 West 8th St. Medford, OR 97501-2907 541-773-8987 Bend Eugene Salem 15 SW Colorado Ave., Ste. 250 Bend, OR 97702-1110 541-382-1170 440 East Broadway, Ste. 160 Eugene, OR 97401-3338 541-431-7099 P.O. Box 2695 Salem, OR 97308-2695 503-779-1927